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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
6376
$82K ﹤0.01%
7,530
6377
$82K ﹤0.01%
15,634
+9,214
6378
$81K ﹤0.01%
2,500
6379
$81K ﹤0.01%
+101
6380
$81K ﹤0.01%
+1,406
6381
$81K ﹤0.01%
2,235
+442
6382
$81K ﹤0.01%
8,016
-2,000
6383
$80K ﹤0.01%
2,500
6384
$80K ﹤0.01%
21,325
+2,165
6385
$80K ﹤0.01%
8,075
+2,600
6386
$80K ﹤0.01%
3,395
+1,101
6387
$80K ﹤0.01%
2,231
-17,883
6388
$80K ﹤0.01%
2,911
+2,887
6389
$80K ﹤0.01%
6,599
+6,549
6390
$80K ﹤0.01%
+2,338
6391
$79K ﹤0.01%
2,048
-670
6392
$79K ﹤0.01%
3,984
+2,797
6393
$79K ﹤0.01%
13,006
-38,879
6394
$79K ﹤0.01%
+2,614
6395
$79K ﹤0.01%
7,220
-99
6396
$78K ﹤0.01%
21,881
-11,663
6397
$78K ﹤0.01%
369
-9
6398
$77K ﹤0.01%
12,913
+2,525
6399
$77K ﹤0.01%
9,963
+4,754
6400
$77K ﹤0.01%
2,000
254 255
256
257 258