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
4376
$2.29M ﹤0.01%
339,953
+6,344
4377
$2.29M ﹤0.01%
641,653
-385,874
4378
$2.29M ﹤0.01%
7,547
+222
4379
$2.28M ﹤0.01%
440,215
-843,172
4380
$2.28M ﹤0.01%
180,115
+13,212
4381
$2.28M ﹤0.01%
233,120
+186,189
4382
$2.28M ﹤0.01%
53,497
+14,971
4383
$2.27M ﹤0.01%
1,816
+1,782
4384
$2.27M ﹤0.01%
133,341
-34,705
4385
$2.26M ﹤0.01%
154,173
+1,335
4386
$2.25M ﹤0.01%
243,149
-132,693
4387
$2.25M ﹤0.01%
23,447
-2,724
4388
$2.25M ﹤0.01%
64,247
+22,490
4389
$2.25M ﹤0.01%
190,104
-2,075
4390
$2.25M ﹤0.01%
38,655
+8,493
4391
$2.24M ﹤0.01%
443,345
-95,792
4392
$2.24M ﹤0.01%
67,096
-72,082
4393
$2.24M ﹤0.01%
51,342
+2,206
4394
$2.24M ﹤0.01%
100,000
4395
$2.24M ﹤0.01%
11,171
+9,767
4396
$2.23M ﹤0.01%
91,799
-28,976
4397
$2.23M ﹤0.01%
78,230
+2,249
4398
$2.23M ﹤0.01%
24,387
-5,574
4399
$2.23M ﹤0.01%
42,426
+301
4400
$2.23M ﹤0.01%
333,109
+26,378
174 175
176
177 178