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
2476
$15M ﹤0.01%
246,915
-43,175
2477
$15M ﹤0.01%
253,415
+16,006
2478
$15M ﹤0.01%
134,669
-8,257
2479
$14.9M ﹤0.01%
1,315,730
-884,174
2480
$14.9M ﹤0.01%
208,440
-11,558
2481
$14.9M ﹤0.01%
411,695
+161,808
2482
$14.9M ﹤0.01%
532,032
+11,798
2483
$14.9M ﹤0.01%
1,392,238
-752,485
2484
$14.9M ﹤0.01%
139,177
+4,294
2485
$14.9M ﹤0.01%
208,679
+4,180
2486
$14.9M ﹤0.01%
1,070,202
+88,165
2487
$14.9M ﹤0.01%
252,083
-14,247
2488
$14.9M ﹤0.01%
667,044
+73,916
2489
$14.8M ﹤0.01%
811,675
+28,789
2490
$14.8M ﹤0.01%
375,771
-24,961
2491
$14.8M ﹤0.01%
85,077
+6,519
2492
$14.8M ﹤0.01%
159,095
+98,247
2493
$14.7M ﹤0.01%
138,874
-187,863
2494
$14.7M ﹤0.01%
54,123
-16,208
2495
$14.7M ﹤0.01%
321,416
+44,149
2496
$14.7M ﹤0.01%
323,037
+32,049
2497
$14.7M ﹤0.01%
307,864
-5,772
2498
$14.6M ﹤0.01%
583,030
+16,799
2499
$14.6M ﹤0.01%
405,430
+123,514
2500
$14.5M ﹤0.01%
1,409,595
-404,592
98 99
100
101 102