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
4126
$3.12M ﹤0.01%
41,034
+1,328
4127
$3.12M ﹤0.01%
242,116
+5,379
4128
$3.12M ﹤0.01%
476,454
-26,911
4129
$3.12M ﹤0.01%
97,371
-15,715
4130
$3.11M ﹤0.01%
23,913
-87,276
4131
$3.11M ﹤0.01%
210,326
+556
4132
$3.11M ﹤0.01%
453,520
-700,100
4133
$3.1M ﹤0.01%
35,858
+7,121
4134
$3.1M ﹤0.01%
138,843
-77
4135
$3.09M ﹤0.01%
989,716
+262,976
4136
$3.09M ﹤0.01%
153,121
-122,853
4137
$3.09M ﹤0.01%
36,807
-11,387
4138
$3.06M ﹤0.01%
+81,599
4139
$3.06M ﹤0.01%
137,884
+41,366
4140
$3.06M ﹤0.01%
2,085,440
-36,890
4141
$3.06M ﹤0.01%
194,580
+125,906
4142
$3.05M ﹤0.01%
37,690
-242
4143
$3.05M ﹤0.01%
205,403
+3,344
4144
$3.05M ﹤0.01%
101,812
-34,560
4145
$3.04M ﹤0.01%
84,574
+12,170
4146
$3.04M ﹤0.01%
16,439
-6,745
4147
$3.04M ﹤0.01%
307,941
+4,030
4148
$3.03M ﹤0.01%
299,908
-29,173
4149
$3.02M ﹤0.01%
243,147
-2,712
4150
$3.02M ﹤0.01%
53,672
+3,682
164 165
166
167 168