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
6501
$64K ﹤0.01%
2,000
6502
$64K ﹤0.01%
25
-9
6503
$64K ﹤0.01%
3,073
-34,884
6504
$64K ﹤0.01%
6,464
-539
6505
$64K ﹤0.01%
6,444
+1,771
6506
$63K ﹤0.01%
3,066
-998
6507
$63K ﹤0.01%
+80,197
6508
$63K ﹤0.01%
21,061
-1
6509
$63K ﹤0.01%
+11,202
6510
$63K ﹤0.01%
4,901
+3,439
6511
$63K ﹤0.01%
26,000
+12,008
6512
$63K ﹤0.01%
5,835
+3,671
6513
$63K ﹤0.01%
11,235
-1,821
6514
$63K ﹤0.01%
7,534
+609
6515
$63K ﹤0.01%
1,582
-6,370
6516
$62K ﹤0.01%
8,480
+5,677
6517
$62K ﹤0.01%
12,167
-347,343
6518
$62K ﹤0.01%
29,864
+1,934
6519
$62K ﹤0.01%
3,510
+715
6520
$62K ﹤0.01%
13,262
-14,892
6521
$62K ﹤0.01%
6,206
6522
$62K ﹤0.01%
6,077
-150
6523
$61K ﹤0.01%
3,699
-11,162
6524
$61K ﹤0.01%
1,619
+1,123
6525
$61K ﹤0.01%
1,543
-400
259 260
261
262 263