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
2376
$16.3M ﹤0.01%
666,620
+375,246
2377
$16.3M ﹤0.01%
291,327
+12,013
2378
$16.3M ﹤0.01%
241,611
-75,209
2379
$16.3M ﹤0.01%
3,004,659
+2,451,972
2380
$16.2M ﹤0.01%
712,081
+141,817
2381
$16.2M ﹤0.01%
1,008,257
+76,214
2382
$16.2M ﹤0.01%
252,948
+84,687
2383
$16.2M ﹤0.01%
1,077,097
+28,188
2384
$16.2M ﹤0.01%
349,905
+35,311
2385
$16.2M ﹤0.01%
134,380
+46,538
2386
$16.2M ﹤0.01%
141,304
+32,140
2387
$16.2M ﹤0.01%
1,702,782
-222,120
2388
$16.2M ﹤0.01%
940,839
-232,267
2389
$16.2M ﹤0.01%
711,907
+72,842
2390
$16.1M ﹤0.01%
192,004
-37,065
2391
$16.1M ﹤0.01%
337,760
+297,357
2392
$16.1M ﹤0.01%
523,493
+76,702
2393
$16.1M ﹤0.01%
619,395
+66,658
2394
$16M ﹤0.01%
2,226,163
+56,373
2395
$16M ﹤0.01%
89,394
-23,840
2396
$16M ﹤0.01%
3,005,312
+1,197,026
2397
$16M ﹤0.01%
652,426
+76,170
2398
$16M ﹤0.01%
673,784
+46,319
2399
$15.9M ﹤0.01%
948,605
+148,787
2400
$15.9M ﹤0.01%
168,143
+75,109
94 95
96
97 98