We are live on ! Find out more
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
6851
$30K ﹤0.01%
3,740
+1,117
6852
$30K ﹤0.01%
1,514
+723
6853
– –
0
6854
$30K ﹤0.01%
10,300
+2,678
6855
$30K ﹤0.01%
2,559
-3,060
6856
$30K ﹤0.01%
1,067
+9
6857
$30K ﹤0.01%
3,000
+900
6858
$29K ﹤0.01%
96,598
+94,898
6859
$29K ﹤0.01%
1,699
+1,353
6860
$29K ﹤0.01%
338
-130
6861
$29K ﹤0.01%
+902
6862
$29K ﹤0.01%
361
6863
$29K ﹤0.01%
2,519
+1,718
6864
$29K ﹤0.01%
1,373
6865
$29K ﹤0.01%
4,960
-26,982
6866
$29K ﹤0.01%
2,763
6867
$28K ﹤0.01%
562
6868
$28K ﹤0.01%
+830
6869
$28K ﹤0.01%
1,343
+329
6870
$28K ﹤0.01%
820
-510
6871
$28K ﹤0.01%
589
+142
6872
$28K ﹤0.01%
640
6873
$28K ﹤0.01%
400
6874
$28K ﹤0.01%
86,530
-68,835
6875
$28K ﹤0.01%
360
-677
273 274
275
276 277