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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 20.54%
2 Healthcare 9.55%
3 Financials 9.27%
4 Consumer Discretionary 8.72%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6001
$166K ﹤0.01%
5,072
6002
$165K ﹤0.01%
+9,760
6003
$165K ﹤0.01%
6,053
+5
6004
$165K ﹤0.01%
7,241
-2,221
6005
$164K ﹤0.01%
6,800
-1,461
6006
$163K ﹤0.01%
+12,004
6007
$162K ﹤0.01%
16,323
-3,455
6008
$162K ﹤0.01%
36,476
+9,044
6009
$162K ﹤0.01%
54,542
+11,329
6010
$162K ﹤0.01%
4,000
6011
$161K ﹤0.01%
3,507
-1,185
6012
$161K ﹤0.01%
632
-256
6013
$160K ﹤0.01%
4,143
-1,449
6014
$159K ﹤0.01%
6,693
-3,156
6015
$159K ﹤0.01%
5,707
+1,000
6016
$159K ﹤0.01%
16,056
-15,370
6017
$158K ﹤0.01%
+7,485
6018
$158K ﹤0.01%
14,085
+6,455
6019
$158K ﹤0.01%
+4,492
6020
$158K ﹤0.01%
15,864
6021
$157K ﹤0.01%
23,398
-91,873
6022
$157K ﹤0.01%
9,035
+5,007
6023
$157K ﹤0.01%
15,799
6024
$157K ﹤0.01%
+15,484
6025
$157K ﹤0.01%
19,581
+19,301
239 240
241
242 243