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
2226
$18.6M ﹤0.01%
784,155
-19,947
2227
$18.6M ﹤0.01%
303,911
+4,971
2228
$18.6M ﹤0.01%
206,586
+27,473
2229
$18.6M ﹤0.01%
3,187,832
+97,834
2230
$18.6M ﹤0.01%
147,349
+1,045
2231
$18.6M ﹤0.01%
386,620
-113,836
2232
$18.6M ﹤0.01%
359,271
-17,097
2233
$18.5M ﹤0.01%
1,791,017
-182,765
2234
$18.5M ﹤0.01%
436,214
-20,841
2235
$18.5M ﹤0.01%
6,714,940
-366,895
2236
$18.5M ﹤0.01%
115,745
+23,108
2237
$18.5M ﹤0.01%
1,027,192
-155,729
2238
$18.5M ﹤0.01%
209,727
+33,172
2239
$18.5M ﹤0.01%
813,737
+29,806
2240
$18.5M ﹤0.01%
371,764
+119,238
2241
$18.5M ﹤0.01%
26,853
-1,555
2242
$18.5M ﹤0.01%
6,592,314
-2,579,544
2243
$18.5M ﹤0.01%
297,480
+113,620
2244
$18.4M ﹤0.01%
423,714
-169,644
2245
$18.4M ﹤0.01%
684,999
-19,122
2246
$18.4M ﹤0.01%
236,984
-77,050
2247
$18.4M ﹤0.01%
349,605
+92,495
2248
$18.4M ﹤0.01%
608,096
-95,912
2249
$18.3M ﹤0.01%
155,735
-123,952
2250
$18.3M ﹤0.01%
518,112
+187,201
88 89
90
91 92