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
6676
$44K ﹤0.01%
4,216
6677
$44K ﹤0.01%
14,900
+600
6678
$44K ﹤0.01%
+964
6679
$44K ﹤0.01%
1,928
+1,615
6680
$44K ﹤0.01%
3,410
-2,143
6681
$44K ﹤0.01%
15,544
+1
6682
$44K ﹤0.01%
6,300
+6,045
6683
$44K ﹤0.01%
1,131
6684
$44K ﹤0.01%
827
-6,126
6685
$44K ﹤0.01%
10,501
-2,374
6686
$44K ﹤0.01%
1,639
6687
$43K ﹤0.01%
4,269
6688
$43K ﹤0.01%
1,665
-2,234
6689
$43K ﹤0.01%
259
-633
6690
$43K ﹤0.01%
2,538
-210
6691
$43K ﹤0.01%
27,601
+6,295
6692
$43K ﹤0.01%
187
-55
6693
$43K ﹤0.01%
295
+61
6694
$43K ﹤0.01%
18,554
-14,994
6695
$42K ﹤0.01%
+1,656
6696
$42K ﹤0.01%
3,987
6697
$42K ﹤0.01%
+4,300
6698
$42K ﹤0.01%
985
-213
6699
$42K ﹤0.01%
1,123
6700
$42K ﹤0.01%
877
-110
266 267
268
269 270