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
6876
$28K ﹤0.01%
1,900
+100
6877
$28K ﹤0.01%
2,567
6878
$28K ﹤0.01%
1,324
+600
6879
$28K ﹤0.01%
2,778
-6,322
6880
$28K ﹤0.01%
2,704
6881
$28K ﹤0.01%
820
-510
6882
$28K ﹤0.01%
562
6883
$28K ﹤0.01%
589
+142
6884
$28K ﹤0.01%
640
6885
$28K ﹤0.01%
400
6886
$28K ﹤0.01%
360
-677
6887
$28K ﹤0.01%
+1,504
6888
$27K ﹤0.01%
+5,299
6889
$27K ﹤0.01%
600
+43
6890
$27K ﹤0.01%
580
+180
6891
$27K ﹤0.01%
495
6892
$27K ﹤0.01%
2,210
-3
6893
$27K ﹤0.01%
3,793
+2,756
6894
$27K ﹤0.01%
592
6895
$27K ﹤0.01%
2,468
-4,548
6896
$27K ﹤0.01%
402
+109
6897
$27K ﹤0.01%
+10,661
6898
$27K ﹤0.01%
382
+318
6899
$27K ﹤0.01%
2,567
6900
$27K ﹤0.01%
2,700
274 275
276
277 278