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
6951
$24K ﹤0.01%
10,264
6952
$24K ﹤0.01%
18,017
-387,882
6953
$23K ﹤0.01%
500
6954
$23K ﹤0.01%
429
-115
6955
$23K ﹤0.01%
500
6956
$23K ﹤0.01%
185
+50
6957
$23K ﹤0.01%
422
+172
6958
$23K ﹤0.01%
2,501
6959
$23K ﹤0.01%
5,832
-238
6960
– –
0
6961
– –
0
6962
$23K ﹤0.01%
+554
6963
$23K ﹤0.01%
595
6964
$23K ﹤0.01%
4,721
+2,161
6965
$23K ﹤0.01%
1,500
6966
$23K ﹤0.01%
35,126
+34,984
6967
$23K ﹤0.01%
2,017
+478
6968
$23K ﹤0.01%
581
+363
6969
$23K ﹤0.01%
+800
6970
$23K ﹤0.01%
1,759
6971
$23K ﹤0.01%
1,444
-4,763
6972
$23K ﹤0.01%
2,180
-1,200
6973
$23K ﹤0.01%
851
6974
$23K ﹤0.01%
26,732
6975
$23K ﹤0.01%
300
277 278
279
280 281