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
6176
$118K ﹤0.01%
20,109
+7,655
6177
$117K ﹤0.01%
703
+365
6178
$117K ﹤0.01%
2,480
6179
$117K ﹤0.01%
11,777
6180
$117K ﹤0.01%
8,256
-38,943
6181
$116K ﹤0.01%
6,474
+285
6182
$116K ﹤0.01%
28,526
+21,021
6183
$116K ﹤0.01%
+21,762
6184
$115K ﹤0.01%
2,175
-14,445
6185
$115K ﹤0.01%
50
+41
6186
$115K ﹤0.01%
4,271
+700
6187
$114K ﹤0.01%
16,676
+7,571
6188
$114K ﹤0.01%
3,300
+1,600
6189
$114K ﹤0.01%
6,385
6190
$114K ﹤0.01%
5,862
+1,364
6191
$114K ﹤0.01%
20,769
+12,041
6192
$113K ﹤0.01%
183
+59
6193
$113K ﹤0.01%
+8,220
6194
$113K ﹤0.01%
4,232
6195
$113K ﹤0.01%
26,625
+1,357
6196
$113K ﹤0.01%
4,749
+2,173
6197
$112K ﹤0.01%
3,512
6198
$112K ﹤0.01%
4,713
-1,667
6199
$112K ﹤0.01%
13,242
-23,008
6200
$112K ﹤0.01%
53,503
+5,281
246 247
248
249 250