Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810B
AUM Growth
+$67.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,536
New
Increased
Reduced
Closed

Top Buys

1
+$4.58B
2
+$1.36B
3
+$1.3B
4
GRAB icon
Grab
GRAB
+$1.22B
5
U icon
Unity
U
+$1.06B

Top Sells

1
+$2.05B
2
+$1.36B
3
+$1.01B
4
DOCU
DocuSign
DOCU
+$992M
5
MSFT icon
Microsoft
MSFT
+$739M

Sector Composition

1 Technology 20.57%
2 Healthcare 9.55%
3 Financials 9.27%
4 Consumer Discretionary 8.7%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$17.8M ﹤0.01%
85,196
-1,371
2277
$17.8M ﹤0.01%
378,238
-22,474
2278
$17.8M ﹤0.01%
1,925,231
+181,018
2279
$17.8M ﹤0.01%
176,524
+12,889
2280
$17.8M ﹤0.01%
486,381
+100,338
2281
$17.7M ﹤0.01%
1,109,537
+343,144
2282
$17.7M ﹤0.01%
181,811
+70,565
2283
$17.6M ﹤0.01%
797,849
+6,347
2284
$17.6M ﹤0.01%
236,282
+34,890
2285
$17.6M ﹤0.01%
992,262
+163,046
2286
$17.6M ﹤0.01%
205,625
+9,099
2287
$17.6M ﹤0.01%
206,964
-21,710
2288
$17.5M ﹤0.01%
291,641
+58,196
2289
$17.5M ﹤0.01%
233,890
+23,265
2290
$17.5M ﹤0.01%
384,636
+80,383
2291
$17.5M ﹤0.01%
474,129
-42,744
2292
$17.5M ﹤0.01%
237,444
-672
2293
$17.5M ﹤0.01%
234,510
-17,524
2294
$17.5M ﹤0.01%
474,633
+31,427
2295
$17.5M ﹤0.01%
423,768
+5,245
2296
$17.5M ﹤0.01%
127,275
-10,396
2297
$17.5M ﹤0.01%
1,157,794
+91,815
2298
$17.4M ﹤0.01%
189,570
+91,064
2299
$17.4M ﹤0.01%
939,765
+274,638
2300
$17.4M ﹤0.01%
411,933
+110,396
90 91
92
93 94