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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 20.54%
2 Healthcare 9.55%
3 Financials 9.27%
4 Consumer Discretionary 8.72%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6701
$42K ﹤0.01%
5,555
+3,097
6702
$42K ﹤0.01%
4,200
-300
6703
$42K ﹤0.01%
1,441
-300
6704
$42K ﹤0.01%
+30,884
6705
$42K ﹤0.01%
+1,656
6706
$42K ﹤0.01%
3,987
6707
$42K ﹤0.01%
+4,300
6708
$41K ﹤0.01%
+1,600
6709
$41K ﹤0.01%
615
-1,533
6710
$41K ﹤0.01%
1,289
-1,671
6711
$41K ﹤0.01%
545
+148
6712
$41K ﹤0.01%
189
-414
6713
$41K ﹤0.01%
+15,900
6714
$41K ﹤0.01%
652
-1,200
6715
$41K ﹤0.01%
+2,685
6716
$40K ﹤0.01%
+19,650
6717
$40K ﹤0.01%
12,608
-92,635
6718
$40K ﹤0.01%
4,050
-154
6719
$40K ﹤0.01%
1,616
-2,059
6720
$40K ﹤0.01%
3,950
6721
$40K ﹤0.01%
1,253
-15,240
6722
$40K ﹤0.01%
4,031
6723
$39K ﹤0.01%
10,503
+8,003
6724
$39K ﹤0.01%
956
+16
6725
$39K ﹤0.01%
738
+576
267 268
269
270 271