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
2326
$17M ﹤0.01%
4,519,767
+429,868
2327
$17M ﹤0.01%
863,720
-303,564
2328
$17M ﹤0.01%
330,370
-162,462
2329
$16.9M ﹤0.01%
553,938
+58,048
2330
$16.9M ﹤0.01%
915,925
-437,215
2331
$16.9M ﹤0.01%
94,583
-50,797
2332
$16.9M ﹤0.01%
673,215
-98,019
2333
$16.8M ﹤0.01%
225,970
-19,626
2334
$16.8M ﹤0.01%
1,308,426
+112,308
2335
$16.8M ﹤0.01%
88,556
+18,838
2336
$16.8M ﹤0.01%
1,058,986
+59,765
2337
$16.7M ﹤0.01%
764,237
+46,160
2338
$16.7M ﹤0.01%
351,202
+30,921
2339
$16.7M ﹤0.01%
321,096
+13,400
2340
$16.7M ﹤0.01%
380,155
-96,789
2341
$16.7M ﹤0.01%
1,214,894
+71,892
2342
$16.7M ﹤0.01%
2,568,991
-56,505
2343
$16.7M ﹤0.01%
547,764
-219,642
2344
$16.6M ﹤0.01%
133,875
+42,344
2345
$16.6M ﹤0.01%
511,678
-2,189
2346
$16.6M ﹤0.01%
196,933
-7,220
2347
$16.6M ﹤0.01%
1,208,993
-30,328
2348
$16.6M ﹤0.01%
765,123
+99,114
2349
$16.6M ﹤0.01%
387,019
-46,334
2350
$16.6M ﹤0.01%
182,133
+25,159
92 93
94
95 96