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