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
2351
$16.6M ﹤0.01%
381,530
+5,907
2352
$16.6M ﹤0.01%
789,924
-219,202
2353
$16.5M ﹤0.01%
407,720
-112,608
2354
$16.5M ﹤0.01%
996,572
-32,516
2355
$16.5M ﹤0.01%
454,275
+46,887
2356
$16.5M ﹤0.01%
4,071,004
+1,082,772
2357
$16.5M ﹤0.01%
336,473
+130,200
2358
$16.5M ﹤0.01%
1,957,655
-190,748
2359
$16.5M ﹤0.01%
556,515
+144,801
2360
$16.5M ﹤0.01%
908,042
+218,360
2361
$16.4M ﹤0.01%
519,334
+90,742
2362
$16.4M ﹤0.01%
1,475,727
-355,618
2363
$16.4M ﹤0.01%
271,462
-26,888
2364
$16.4M ﹤0.01%
46,848
+29,285
2365
$16.4M ﹤0.01%
409,613
+34,280
2366
$16.4M ﹤0.01%
163,527
-3,537
2367
$16.4M ﹤0.01%
717,223
-109,741
2368
$16.4M ﹤0.01%
356,767
-134,227
2369
$16.4M ﹤0.01%
614,771
+31,905
2370
$16.4M ﹤0.01%
360,344
+22,152
2371
$16.3M ﹤0.01%
224,147
+19,227
2372
$16.3M ﹤0.01%
430,129
+41,013
2373
$16.3M ﹤0.01%
1,479,029
+950,477
2374
$16.3M ﹤0.01%
899,145
-250,484
2375
$16.3M ﹤0.01%
245,206
+53,186