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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
6976
$22K ﹤0.01%
13,458
+8,871
6977
$22K ﹤0.01%
4,361
+1,461
6978
$22K ﹤0.01%
553
-176
6979
$22K ﹤0.01%
536
6980
$22K ﹤0.01%
5,073
+159
6981
$22K ﹤0.01%
2,500
-48
6982
$22K ﹤0.01%
412
6983
$22K ﹤0.01%
30,263
+16,578
6984
$22K ﹤0.01%
6,637
-42
6985
$22K ﹤0.01%
3,754
-3,124
6986
$22K ﹤0.01%
877
+727
6987
$22K ﹤0.01%
10,282
+6,024
6988
$22K ﹤0.01%
2,186
6989
$22K ﹤0.01%
2,134
6990
$22K ﹤0.01%
+1
6991
$21K ﹤0.01%
6
6992
$21K ﹤0.01%
5,627
+4,918
6993
$21K ﹤0.01%
1,250
6994
$21K ﹤0.01%
9,102
+4,002
6995
$21K ﹤0.01%
3,843
6996
$21K ﹤0.01%
+500
6997
$21K ﹤0.01%
3,900
+1,480
6998
$21K ﹤0.01%
430
6999
$21K ﹤0.01%
12,114
-249
7000
$21K ﹤0.01%
305
-317
278 279
280
281 282