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
6276
$98K ﹤0.01%
8,209
+6,705
6277
$98K ﹤0.01%
3,538
+2,113
6278
$98K ﹤0.01%
48,386
-69,199
6279
$98K ﹤0.01%
2,416
+889
6280
$98K ﹤0.01%
2,520
+845
6281
$97K ﹤0.01%
+756
6282
$97K ﹤0.01%
9,832
-93,875
6283
$97K ﹤0.01%
10,651
+7,575
6284
$97K ﹤0.01%
3,500
6285
$97K ﹤0.01%
1,283
-6,093
6286
$97K ﹤0.01%
9,856
+2,600
6287
$97K ﹤0.01%
5,488
+5,295
6288
$96K ﹤0.01%
+1
6289
$96K ﹤0.01%
10,824
+4,238
6290
$96K ﹤0.01%
48,227
-8,888
6291
$96K ﹤0.01%
8,837
+6,990
6292
$96K ﹤0.01%
2,053
+62
6293
$96K ﹤0.01%
4,301
+135
6294
$96K ﹤0.01%
8,063
+6,549
6295
$96K ﹤0.01%
868
-2,292
6296
$96K ﹤0.01%
9,615
6297
$96K ﹤0.01%
9,400
6298
$96K ﹤0.01%
718,296
6299
$95K ﹤0.01%
2,335
-140
6300
$95K ﹤0.01%
6,726
+2,859
250 251
252
253 254