We are live on ! Find out more
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
6301
$95K ﹤0.01%
4,294
6302
$95K ﹤0.01%
6,726
+2,859
6303
$95K ﹤0.01%
4,651
-392
6304
$95K ﹤0.01%
+20,498
6305
$95K ﹤0.01%
18,849
+9,972
6306
$94K ﹤0.01%
9,600
6307
$94K ﹤0.01%
9,131
-1,500
6308
$94K ﹤0.01%
9,500
-1,526
6309
$94K ﹤0.01%
227
+149
6310
$94K ﹤0.01%
9,456
+2,600
6311
$94K ﹤0.01%
45,437
+24,559
6312
$94K ﹤0.01%
3,625
+965
6313
$93K ﹤0.01%
8,827
+8,606
6314
$93K ﹤0.01%
13,564
-11,212
6315
$93K ﹤0.01%
5,739
-31,862
6316
$93K ﹤0.01%
7,895
-1,816
6317
$92K ﹤0.01%
36
+2
6318
$91K ﹤0.01%
117
-1
6319
$91K ﹤0.01%
3,661
-6,384
6320
$91K ﹤0.01%
3,626
-12,809
6321
$90K ﹤0.01%
6,916
+2,097
6322
$90K ﹤0.01%
19,096
-11,913
6323
$90K ﹤0.01%
11,152
+9,424
6324
$90K ﹤0.01%
9,468
+1,736
6325
$90K ﹤0.01%
5,426
-3,507
251 252
253
254 255