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
6801
$33K ﹤0.01%
2,578
+293
6802
$33K ﹤0.01%
1,367
+1,317
6803
$33K ﹤0.01%
1,286
+444
6804
$33K ﹤0.01%
15,712
+5,841
6805
$33K ﹤0.01%
1,078
-454
6806
$32K ﹤0.01%
2,985
6807
$32K ﹤0.01%
+13,036
6808
$32K ﹤0.01%
17,819
-744,925
6809
$32K ﹤0.01%
1,000
6810
$32K ﹤0.01%
1,110
-3,645
6811
$32K ﹤0.01%
+2,000
6812
$32K ﹤0.01%
3,380
-254
6813
$32K ﹤0.01%
452
+448
6814
$32K ﹤0.01%
13,266
+536
6815
$32K ﹤0.01%
1,936
+624
6816
$32K ﹤0.01%
+6,349
6817
$32K ﹤0.01%
1,099
-839
6818
$32K ﹤0.01%
15,904
+6,795
6819
$32K ﹤0.01%
13,907
+3,215
6820
$32K ﹤0.01%
3,063
6821
$31K ﹤0.01%
+2,832
6822
$31K ﹤0.01%
16
-3
6823
$31K ﹤0.01%
4,900
-5,008
6824
$31K ﹤0.01%
566
-247
6825
$31K ﹤0.01%
1,173
271 272
273
274 275