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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
6726
– –
0
6727
$39K ﹤0.01%
8,771
-100,685
6728
$39K ﹤0.01%
+1,500
6729
$39K ﹤0.01%
836
+540
6730
$39K ﹤0.01%
4,586
6731
$39K ﹤0.01%
40
-220
6732
$39K ﹤0.01%
1,199
6733
$39K ﹤0.01%
5,623
+3,232
6734
$39K ﹤0.01%
900
6735
$38K ﹤0.01%
25,000
6736
$38K ﹤0.01%
6,476
-7,361
6737
$38K ﹤0.01%
1,191
+1,061
6738
$38K ﹤0.01%
+849
6739
$38K ﹤0.01%
189
+155
6740
$38K ﹤0.01%
584
+75
6741
$38K ﹤0.01%
3,900
6742
$38K ﹤0.01%
55,536
+41,233
6743
$38K ﹤0.01%
46,173
6744
$38K ﹤0.01%
3,756
-300
6745
$38K ﹤0.01%
3,752
6746
$38K ﹤0.01%
3,851
+1
6747
$38K ﹤0.01%
1,155
+267
6748
$38K ﹤0.01%
3,718
6749
$37K ﹤0.01%
827
+204
6750
$37K ﹤0.01%
1,478
268 269
270
271 272