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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
6351
$85K ﹤0.01%
7,105
6352
$85K ﹤0.01%
11,548
+5,054
6353
$85K ﹤0.01%
2,895
6354
$85K ﹤0.01%
3,502
-260
6355
$85K ﹤0.01%
2,061
+50
6356
$85K ﹤0.01%
+5,626
6357
$85K ﹤0.01%
35,442
+9,576
6358
$85K ﹤0.01%
8,591
6359
$85K ﹤0.01%
8,447
6360
$85K ﹤0.01%
23,569
-87,429
6361
$84K ﹤0.01%
5,574
+2,024
6362
$84K ﹤0.01%
2,661
-128
6363
$84K ﹤0.01%
+2,210
6364
$84K ﹤0.01%
35,317
-4,694
6365
$84K ﹤0.01%
885
-50
6366
$84K ﹤0.01%
3,928
-56
6367
$83K ﹤0.01%
975
+238
6368
$83K ﹤0.01%
1,959
+460
6369
$82K ﹤0.01%
25,936
+17,368
6370
$82K ﹤0.01%
5,079
-35,836
6371
$82K ﹤0.01%
3,925
+47
6372
$82K ﹤0.01%
9,171
+2,179
6373
$82K ﹤0.01%
31,083
6374
$82K ﹤0.01%
42,289
-24,861
6375
$82K ﹤0.01%
682
-7,285
253 254
255
256 257