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
7026
$19K ﹤0.01%
+2,779
7027
$19K ﹤0.01%
15,193
+4,121
7028
$19K ﹤0.01%
15,000
7029
$19K ﹤0.01%
5,122
-706
7030
– –
0
7031
$18K ﹤0.01%
550
7032
$18K ﹤0.01%
4,046
7033
$18K ﹤0.01%
96
+73
7034
$18K ﹤0.01%
5,323
+3,091
7035
$18K ﹤0.01%
1,036
7036
$18K ﹤0.01%
1,525
+1,250
7037
$18K ﹤0.01%
4,551
7038
$18K ﹤0.01%
1,259
7039
$18K ﹤0.01%
13
+8
7040
$18K ﹤0.01%
173
-11,747
7041
$18K ﹤0.01%
2,407
-4
7042
$18K ﹤0.01%
3,523
-191
7043
$18K ﹤0.01%
450
7044
$18K ﹤0.01%
567
7045
$18K ﹤0.01%
+119
7046
$18K ﹤0.01%
6,187
7047
$18K ﹤0.01%
1,699
-25,747
7048
$18K ﹤0.01%
200
-112
7049
$18K ﹤0.01%
29,671
7050
$18K ﹤0.01%
15,514
-132,075
280 281
282
283 284