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
6126
$128K ﹤0.01%
3,000
6127
$128K ﹤0.01%
5,481
+3
6128
$128K ﹤0.01%
+2,731
6129
$127K ﹤0.01%
20,471
6130
$127K ﹤0.01%
11,795
-23,265
6131
$127K ﹤0.01%
19
-8
6132
$127K ﹤0.01%
3,520
6133
$127K ﹤0.01%
872
+798
6134
$127K ﹤0.01%
9,145
+6,411
6135
$127K ﹤0.01%
13,000
6136
$127K ﹤0.01%
2,619
6137
$126K ﹤0.01%
12,494
+2,700
6138
$125K ﹤0.01%
3,643
-82
6139
$125K ﹤0.01%
23,123
-10,817
6140
$125K ﹤0.01%
18,556
-358
6141
$125K ﹤0.01%
6,128
+5,220
6142
$125K ﹤0.01%
23,812
-12,375
6143
$125K ﹤0.01%
33,881
+10,202
6144
$124K ﹤0.01%
3,553
+1,864
6145
$124K ﹤0.01%
12,400
-4,500
6146
$124K ﹤0.01%
11,383
-22,421
6147
$123K ﹤0.01%
1,731
+547
6148
$123K ﹤0.01%
83,301
-5,328
6149
$123K ﹤0.01%
27,404
-832
6150
$123K ﹤0.01%
+9,679
244 245
246
247 248