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
6751
$37K ﹤0.01%
6,476
-83,895
6752
$37K ﹤0.01%
4,566
+647
6753
$37K ﹤0.01%
3,233
6754
$37K ﹤0.01%
+1,444
6755
$37K ﹤0.01%
1,250
6756
$37K ﹤0.01%
+23
6757
$37K ﹤0.01%
17,484
+2,465
6758
$37K ﹤0.01%
4,645
-2,355
6759
$37K ﹤0.01%
4,326
+147
6760
$37K ﹤0.01%
1,388
6761
$37K ﹤0.01%
3,714
6762
$37K ﹤0.01%
5,339
-5,756
6763
$36K ﹤0.01%
+4,722
6764
$36K ﹤0.01%
1,654
6765
$36K ﹤0.01%
+1,200
6766
$36K ﹤0.01%
+3,500
6767
$36K ﹤0.01%
896
6768
$36K ﹤0.01%
+625
6769
$36K ﹤0.01%
11,475
-5,861
6770
$36K ﹤0.01%
3,640
6771
$36K ﹤0.01%
1,563
-23,907
6772
$35K ﹤0.01%
1,510
-4,449
6773
$35K ﹤0.01%
1,918
+74
6774
$35K ﹤0.01%
576
+21
6775
$35K ﹤0.01%
29,490
-54,064
269 270
271
272 273