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
2451
$15.4M ﹤0.01%
906,890
+407,008
2452
$15.3M ﹤0.01%
157,669
-37,269
2453
$15.3M ﹤0.01%
795,931
-16,149
2454
$15.3M ﹤0.01%
273,472
-111,202
2455
$15.3M ﹤0.01%
172,452
+34,456
2456
$15.3M ﹤0.01%
267,166
+26,482
2457
$15.3M ﹤0.01%
312,587
+150,465
2458
$15.3M ﹤0.01%
529,373
+225,800
2459
$15.3M ﹤0.01%
944,059
+78,220
2460
$15.3M ﹤0.01%
+54,181
2461
$15.3M ﹤0.01%
452,983
+97,327
2462
$15.2M ﹤0.01%
150,001
2463
$15.2M ﹤0.01%
2,268,736
+762,101
2464
$15.2M ﹤0.01%
369,555
+83,232
2465
$15.2M ﹤0.01%
556,169
-337,803
2466
$15.1M ﹤0.01%
362,147
-410,164
2467
$15.1M ﹤0.01%
912,688
+34,417
2468
$15.1M ﹤0.01%
816,514
+283,786
2469
$15.1M ﹤0.01%
1,720,893
+705,709
2470
$15.1M ﹤0.01%
+989,441
2471
$15.1M ﹤0.01%
69,266
-25,585
2472
$15.1M ﹤0.01%
1,607,720
+68,110
2473
$15M ﹤0.01%
373,637
-8,890
2474
$15M ﹤0.01%
214,227
-55,565
2475
$15M ﹤0.01%
504,594
-34,268
97 98
99
100 101