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
6426
$75K ﹤0.01%
7,603
6427
$75K ﹤0.01%
2,529
-400
6428
$75K ﹤0.01%
53,387
+2,121
6429
$75K ﹤0.01%
+8,983
6430
$74K ﹤0.01%
13,397
-2,258
6431
$74K ﹤0.01%
+2,020
6432
$74K ﹤0.01%
10,030
-351
6433
$74K ﹤0.01%
1,999
6434
$73K ﹤0.01%
2,374
+64
6435
$73K ﹤0.01%
2,059
-9,285
6436
$73K ﹤0.01%
1,379
-984
6437
$73K ﹤0.01%
3,938
-44,936
6438
$73K ﹤0.01%
971
-86
6439
$72K ﹤0.01%
44,012
+43,012
6440
$72K ﹤0.01%
1,430
+341
6441
$72K ﹤0.01%
258
+79
6442
$72K ﹤0.01%
7,430
-241
6443
$71K ﹤0.01%
15
6444
$71K ﹤0.01%
5,033
-108,948
6445
$71K ﹤0.01%
4,114
+1,373
6446
$71K ﹤0.01%
6,956
+6,862
6447
$71K ﹤0.01%
815
+328
6448
$71K ﹤0.01%
9,014
+2,201
6449
$71K ﹤0.01%
+4,162
6450
$71K ﹤0.01%
7,706
-10
256 257
258
259 260