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
2501
$14.5M ﹤0.01%
433,492
-10,414
2502
$14.5M ﹤0.01%
212,844
+24,178
2503
$14.5M ﹤0.01%
119,487
-16,832
2504
$14.4M ﹤0.01%
618,742
+101,307
2505
$14.4M ﹤0.01%
356,298
-215,756
2506
$14.4M ﹤0.01%
367,050
-17,216
2507
$14.4M ﹤0.01%
210,624
-2,838
2508
$14.4M ﹤0.01%
1,417,703
+16,182
2509
$14.3M ﹤0.01%
550,666
-38,299
2510
$14.3M ﹤0.01%
337,536
-70,067
2511
$14.3M ﹤0.01%
228,057
+68,729
2512
$14.3M ﹤0.01%
238,152
-13,533
2513
$14.3M ﹤0.01%
152,735
+58,543
2514
$14.3M ﹤0.01%
1,158,223
-27,899
2515
$14.3M ﹤0.01%
199,841
+21,800
2516
$14.3M ﹤0.01%
316,434
+55,841
2517
$14.3M ﹤0.01%
1,025,858
+6,806
2518
$14.3M ﹤0.01%
1,113,268
-11,303
2519
$14.3M ﹤0.01%
1,097,554
-126,969
2520
$14.3M ﹤0.01%
3,650,923
+1,795,060
2521
$14.2M ﹤0.01%
67,251
-134,526
2522
$14.2M ﹤0.01%
250,709
-176,896
2523
$14.2M ﹤0.01%
308,344
+127,411
2524
$14.2M ﹤0.01%
183,706
+58,004
2525
$14.2M ﹤0.01%
434,267
+93,111
99 100
101
102 103