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
6776
$35K ﹤0.01%
8,189
-135,773
6777
$35K ﹤0.01%
1,469
-902
6778
$35K ﹤0.01%
5,012
-1,166
6779
$35K ﹤0.01%
3,562
6780
$35K ﹤0.01%
1,858
+644
6781
$34K ﹤0.01%
+8,307
6782
$34K ﹤0.01%
3,645
-1,334
6783
$34K ﹤0.01%
3,450
6784
$34K ﹤0.01%
8,369
-102,315
6785
$34K ﹤0.01%
3,448
-146
6786
$34K ﹤0.01%
3,700
6787
$34K ﹤0.01%
850
6788
$34K ﹤0.01%
26
+25
6789
$34K ﹤0.01%
159
+157
6790
$34K ﹤0.01%
2,532
+116
6791
$34K ﹤0.01%
2,110
+1,045
6792
$33K ﹤0.01%
5,905
+2,420
6793
$33K ﹤0.01%
493
6794
$33K ﹤0.01%
4,255
-39,055
6795
$33K ﹤0.01%
+2,484
6796
$33K ﹤0.01%
900
-437
6797
$33K ﹤0.01%
+2,043
6798
$33K ﹤0.01%
7,198
-35
6799
$33K ﹤0.01%
1,164
-177
6800
$33K ﹤0.01%
+1,200
270 271
272
273 274