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
6451
$70K ﹤0.01%
1,764
+1,651
6452
$70K ﹤0.01%
28,652
-25
6453
$70K ﹤0.01%
8,791
+8,735
6454
$70K ﹤0.01%
15,516
-330
6455
$70K ﹤0.01%
3,182
-8,385
6456
$70K ﹤0.01%
828
+768
6457
$70K ﹤0.01%
6,930
6458
$70K ﹤0.01%
2,000
6459
$69K ﹤0.01%
17,301
+6,051
6460
$69K ﹤0.01%
21,465
-23,969
6461
$69K ﹤0.01%
14,662
+1,611
6462
$69K ﹤0.01%
2,755
+750
6463
$69K ﹤0.01%
+5,025
6464
$68K ﹤0.01%
55
+7
6465
$68K ﹤0.01%
+3,390
6466
$68K ﹤0.01%
4,881
+1,237
6467
$68K ﹤0.01%
1,948
-985
6468
$68K ﹤0.01%
1,114
-111
6469
$68K ﹤0.01%
2,622
6470
$68K ﹤0.01%
4,312
-16,206
6471
$68K ﹤0.01%
2,839
+689
6472
$67K ﹤0.01%
1,615
+300
6473
$67K ﹤0.01%
13,497
-1,330
6474
$67K ﹤0.01%
2,134
-1,062
6475
$67K ﹤0.01%
5,647
-3,931
257 258
259
260 261