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
2026
$22.4M ﹤0.01%
32,470
+3,907
2027
$22.4M ﹤0.01%
503,393
-25,256
2028
$22.4M ﹤0.01%
963,833
-25,076
2029
$22.3M ﹤0.01%
239,220
-41,798
2030
$22.3M ﹤0.01%
624,081
+266,517
2031
$22.3M ﹤0.01%
700,259
-97,485
2032
$22.3M ﹤0.01%
461,760
+30,148
2033
$22.3M ﹤0.01%
360,170
-79,410
2034
$22.3M ﹤0.01%
251,554
-12,594
2035
$22.3M ﹤0.01%
656,029
+151,676
2036
$22.3M ﹤0.01%
778,746
-657,797
2037
$22.3M ﹤0.01%
449,602
-149,290
2038
$22.2M ﹤0.01%
343,947
+83,701
2039
$22.2M ﹤0.01%
761,988
+254,843
2040
$22.2M ﹤0.01%
1,500,175
+52,538
2041
$22.1M ﹤0.01%
724,669
+22,429
2042
$22.1M ﹤0.01%
361,527
+251,806
2043
$22.1M ﹤0.01%
333,202
+7,786
2044
$22.1M ﹤0.01%
1,358,334
+421,716
2045
$22.1M ﹤0.01%
1,579,266
-143,367
2046
$22.1M ﹤0.01%
505,734
-1,754,527
2047
$22.1M ﹤0.01%
283,836
+35,342
2048
$22.1M ﹤0.01%
1,474,063
-195,099
2049
$22M ﹤0.01%
913,504
+13,849
2050
$22M ﹤0.01%
4,726,171
+1,451,310
80 81
82
83 84