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
2851
$10.9M ﹤0.01%
118,441
-22,452
2852
$10.9M ﹤0.01%
1,738,775
+151,463
2853
$10.9M ﹤0.01%
1,053,027
+42,405
2854
$10.9M ﹤0.01%
101,626
+28,916
2855
$10.9M ﹤0.01%
365,617
-854,097
2856
$10.8M ﹤0.01%
90,959
+14,909
2857
$10.8M ﹤0.01%
418,776
+21,120
2858
$10.8M ﹤0.01%
242,436
+1,468
2859
$10.8M ﹤0.01%
118,548
-57,772
2860
$10.8M ﹤0.01%
61,409
+1,512
2861
$10.8M ﹤0.01%
1,378,091
-222,113
2862
$10.8M ﹤0.01%
333,199
-174,317
2863
$10.8M ﹤0.01%
1,761,585
+474,114
2864
$10.8M ﹤0.01%
226,827
+27,670
2865
$10.8M ﹤0.01%
421,955
-5,814
2866
$10.8M ﹤0.01%
80,606
-10,977
2867
$10.8M ﹤0.01%
566,242
-113,956
2868
$10.7M ﹤0.01%
42,891
+4,882
2869
$10.7M ﹤0.01%
293,286
+2,997
2870
$10.7M ﹤0.01%
318,694
-35,984
2871
$10.7M ﹤0.01%
246,807
-48,777
2872
$10.7M ﹤0.01%
234,461
-135,475
2873
$10.7M ﹤0.01%
376,739
+128,514
2874
$10.7M ﹤0.01%
600,637
+41,175
2875
$10.7M ﹤0.01%
125,853
-43,219
113 114
115
116 117