Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
+$4.74B
2
+$1.3B
3
+$1.14B
4
DASH icon
DoorDash
DASH
+$1.02B
5
U icon
Unity
U
+$988M

Top Sells

1
+$1.99B
2
+$1.42B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$767M
5
DOCU icon
DocuSign
DOCU
+$663M

Sector Composition

1 Technology 20.56%
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
4951
$992K ﹤0.01%
87,191
+84,002
4952
$991K ﹤0.01%
8,937
+8,843
4953
$991K ﹤0.01%
48,961
-62,260
4954
$988K ﹤0.01%
126,592
4955
$988K ﹤0.01%
364,543
-671,053
4956
$986K ﹤0.01%
6,241
+2,635
4957
$985K ﹤0.01%
78,180
-616
4958
$981K ﹤0.01%
5,995
-308
4959
$980K ﹤0.01%
108,019
+8,235
4960
$978K ﹤0.01%
53,731
-188,022
4961
$976K ﹤0.01%
46,634
+4,292
4962
$976K ﹤0.01%
13,168
+403
4963
$975K ﹤0.01%
243,725
-89,049
4964
$975K ﹤0.01%
62,653
+2,295
4965
$974K ﹤0.01%
119,967
-8,385
4966
$973K ﹤0.01%
38,873
+38,673
4967
$973K ﹤0.01%
26,370
-7,605
4968
$972K ﹤0.01%
30,003
+17,828
4969
$970K ﹤0.01%
98,222
+17,474
4970
$970K ﹤0.01%
39,573
+73
4971
$969K ﹤0.01%
34,055
+12,682
4972
$968K ﹤0.01%
93,442
+16,414
4973
$966K ﹤0.01%
24,590
+11,277
4974
$965K ﹤0.01%
91,931
-46,283
4975
$964K ﹤0.01%
88,200
-181,369
197 198
199
200 201