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
4576
$1.77M ﹤0.01%
205,584
+16,848
4577
$1.76M ﹤0.01%
34,104
+5,939
4578
$1.75M ﹤0.01%
134,889
-22,800
4579
$1.75M ﹤0.01%
71,372
-119,074
4580
$1.75M ﹤0.01%
36,393
+955
4581
$1.75M ﹤0.01%
796,654
+581,618
4582
$1.74M ﹤0.01%
100,130
-303,936
4583
$1.73M ﹤0.01%
24,415
+735
4584
$1.72M ﹤0.01%
155,350
-9,961
4585
$1.72M ﹤0.01%
217,784
-65,531
4586
$1.71M ﹤0.01%
95,565
+41,951
4587
$1.71M ﹤0.01%
117,003
+55,150
4588
$1.71M ﹤0.01%
91,899
+74,867
4589
$1.71M ﹤0.01%
108,678
+106,175
4590
$1.7M ﹤0.01%
37,456
-220,845
4591
$1.7M ﹤0.01%
528
+396
4592
$1.69M ﹤0.01%
718,107
+638,583
4593
$1.69M ﹤0.01%
346,079
+296,477
4594
$1.69M ﹤0.01%
64,631
+30,021
4595
$1.69M ﹤0.01%
33,713
+512
4596
$1.69M ﹤0.01%
234,395
+111,937
4597
$1.69M ﹤0.01%
25,148
+2,286
4598
$1.69M ﹤0.01%
+108,312
4599
$1.69M ﹤0.01%
78,826
-79,199
4600
$1.68M ﹤0.01%
314,509
+20,270
182 183
184
185 186