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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
7001
$21K ﹤0.01%
746
7002
$21K ﹤0.01%
7,000
+6,773
7003
$21K ﹤0.01%
6,738
+6,613
7004
$21K ﹤0.01%
2,123
7005
$21K ﹤0.01%
2,084
7006
$21K ﹤0.01%
19,101
-103,022
7007
$20K ﹤0.01%
3,168
-3,858
7008
$20K ﹤0.01%
700
-2
7009
$20K ﹤0.01%
2,737
+749
7010
$20K ﹤0.01%
498
7011
$20K ﹤0.01%
+668
7012
$20K ﹤0.01%
+1,980
7013
$20K ﹤0.01%
+27,649
7014
$20K ﹤0.01%
2,000
7015
$19K ﹤0.01%
+2,779
7016
$19K ﹤0.01%
400
7017
$19K ﹤0.01%
682
7018
$19K ﹤0.01%
522
7019
$19K ﹤0.01%
3,900
7020
$19K ﹤0.01%
4,117
+3,357
7021
$19K ﹤0.01%
600
-399,400
7022
$19K ﹤0.01%
200
-400
7023
$19K ﹤0.01%
3,597
+163
7024
$19K ﹤0.01%
19
-4
7025
$19K ﹤0.01%
+325
279 280
281
282 283