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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
7901
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-125
7902
– –
-108
7903
$0 ﹤0.01%
332
7904
$0 ﹤0.01%
+1
7905
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+1
7906
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-140
7907
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-9,100
7908
$0 ﹤0.01%
+150
7909
$0 ﹤0.01%
118
-3,482
7910
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-3
7911
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-88
7912
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-111
7913
$0 ﹤0.01%
+100
7914
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-152
7915
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-153
7916
– –
-1,500
7917
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-81
7918
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-1,000
7919
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-6,647
7920
$0 ﹤0.01%
864
7921
– –
-4,025
7922
– –
-20,226
7923
– –
-1,736,277
7924
– –
-140,223
7925
– –
-333
315 316
317
318 319