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
6476
$67K ﹤0.01%
6,700
+2,600
6477
$67K ﹤0.01%
9,811
-2,820
6478
$67K ﹤0.01%
290
+65
6479
$66K ﹤0.01%
2,450
-175
6480
$66K ﹤0.01%
6,696
6481
$66K ﹤0.01%
30,403
-155
6482
$66K ﹤0.01%
6,690
-200
6483
$66K ﹤0.01%
4,322
+906
6484
$66K ﹤0.01%
+442
6485
$66K ﹤0.01%
1,800
6486
$66K ﹤0.01%
891
+59
6487
$66K ﹤0.01%
1,498
6488
$65K ﹤0.01%
1,262
-209
6489
$65K ﹤0.01%
6,514
-881
6490
$65K ﹤0.01%
1,220
-22
6491
$65K ﹤0.01%
6,292
+163
6492
$65K ﹤0.01%
13,202
-4,100
6493
$65K ﹤0.01%
2,691
+2,600
6494
$65K ﹤0.01%
6,212
6495
$65K ﹤0.01%
6,500
-148
6496
$65K ﹤0.01%
6,643
6497
$65K ﹤0.01%
26,431
+10,753
6498
$64K ﹤0.01%
1,455
+1,197
6499
$64K ﹤0.01%
5,202
+1,770
6500
$64K ﹤0.01%
1,683
+433
258 259
260
261 262