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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
6276
$98K ﹤0.01%
3,538
+2,113
6277
$98K ﹤0.01%
48,386
-69,199
6278
$98K ﹤0.01%
3,222
+608
6279
$98K ﹤0.01%
2,416
+889
6280
$98K ﹤0.01%
2,520
+845
6281
$97K ﹤0.01%
9,832
-93,875
6282
$97K ﹤0.01%
10,651
+7,575
6283
$97K ﹤0.01%
3,500
6284
$97K ﹤0.01%
1,283
-6,093
6285
$97K ﹤0.01%
9,856
+2,600
6286
$97K ﹤0.01%
5,488
+5,295
6287
$97K ﹤0.01%
+756
6288
$96K ﹤0.01%
718,296
6289
$96K ﹤0.01%
4,301
+135
6290
$96K ﹤0.01%
8,063
+6,549
6291
$96K ﹤0.01%
868
-2,292
6292
$96K ﹤0.01%
+1
6293
$96K ﹤0.01%
10,824
+4,238
6294
$96K ﹤0.01%
48,227
-8,888
6295
$96K ﹤0.01%
8,837
+6,990
6296
$96K ﹤0.01%
2,053
+62
6297
$96K ﹤0.01%
9,615
6298
$96K ﹤0.01%
9,400
6299
$95K ﹤0.01%
2,335
-140
6300
$95K ﹤0.01%
216,433
+40,616
250 251
252
253 254