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
2301
$17.4M ﹤0.01%
261,692
-49,303
2302
$17.4M ﹤0.01%
367,435
+42,384
2303
$17.4M ﹤0.01%
635,210
+25,885
2304
$17.4M ﹤0.01%
214,368
+78,639
2305
$17.4M ﹤0.01%
1,239,387
+493,117
2306
$17.3M ﹤0.01%
284,407
+22,243
2307
$17.3M ﹤0.01%
428,927
+9,986
2308
$17.2M ﹤0.01%
4,725,606
+4,074,161
2309
$17.2M ﹤0.01%
180,403
+63,372
2310
$17.2M ﹤0.01%
345,623
-73
2311
$17.2M ﹤0.01%
511,131
+16,869
2312
$17.2M ﹤0.01%
161,439
-2,452
2313
$17.2M ﹤0.01%
+687,820
2314
$17.2M ﹤0.01%
167,193
+14,491
2315
$17.1M ﹤0.01%
619,642
+132,060
2316
$17.1M ﹤0.01%
214,735
+62
2317
$17.1M ﹤0.01%
1,134,382
+108,706
2318
$17.1M ﹤0.01%
666,511
-83,531
2319
$17.1M ﹤0.01%
491,448
+239,625
2320
$17M ﹤0.01%
259,892
+136,153
2321
$17M ﹤0.01%
56,109
+969
2322
$17M ﹤0.01%
1,820,416
+33,748
2323
$17M ﹤0.01%
256,881
-8,401
2324
$17M ﹤0.01%
434,580
+123,886
2325
$17M ﹤0.01%
1,735,853
+68,702
91 92
93
94 95