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
1976
$24.1M ﹤0.01%
750,780
-83,190
1977
$24.1M ﹤0.01%
968,615
-144,826
1978
$23.9M ﹤0.01%
1,605,459
-39,210
1979
$23.9M ﹤0.01%
1,094,827
-538,872
1980
$23.9M ﹤0.01%
2,132,969
-184,573
1981
$23.9M ﹤0.01%
2,455,608
-40,938
1982
$23.9M ﹤0.01%
955,504
+51,366
1983
$23.8M ﹤0.01%
311,295
+58,825
1984
$23.8M ﹤0.01%
35,704
+740
1985
$23.8M ﹤0.01%
674,621
+184,763
1986
$23.8M ﹤0.01%
683,827
+591,006
1987
$23.8M ﹤0.01%
208,731
+1,879
1988
$23.8M ﹤0.01%
44,945
+10,818
1989
$23.7M ﹤0.01%
220,050
+144,780
1990
$23.7M ﹤0.01%
229,592
+58,189
1991
$23.6M ﹤0.01%
555,162
-179,506
1992
$23.6M ﹤0.01%
772,720
-443,837
1993
$23.6M ﹤0.01%
168,928
-6,864
1994
$23.5M ﹤0.01%
884,233
-48,904
1995
$23.4M ﹤0.01%
391,973
-1,059
1996
$23.4M ﹤0.01%
+729,948
1997
$23.3M ﹤0.01%
1,196,401
+43,157
1998
$23.3M ﹤0.01%
438,840
+243,484
1999
$23.3M ﹤0.01%
2,011,672
+11,672
2000
$23.3M ﹤0.01%
259,917
-7,233
78 79
80
81 82