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
4976
$963K ﹤0.01%
358,184
+80,238
4977
$959K ﹤0.01%
10,565
-14,330
4978
$958K ﹤0.01%
9,759
-14
4979
$954K ﹤0.01%
81,435
+18,756
4980
$952K ﹤0.01%
23,620
+20,958
4981
$952K ﹤0.01%
99,201
-7,636
4982
$951K ﹤0.01%
+31,440
4983
$951K ﹤0.01%
35,633
-65,942
4984
$946K ﹤0.01%
66,919
+29,511
4985
$946K ﹤0.01%
6,350
+3,736
4986
$945K ﹤0.01%
15,807
-15,157
4987
$944K ﹤0.01%
71,544
-20,828
4988
$944K ﹤0.01%
19,032
-8,530
4989
$944K ﹤0.01%
41,234
+5,340
4990
$941K ﹤0.01%
37,974
+11,829
4991
$939K ﹤0.01%
26,116
+14,328
4992
$938K ﹤0.01%
158,372
-27,169
4993
$938K ﹤0.01%
97,246
+846
4994
$936K ﹤0.01%
16,311
+7,063
4995
$936K ﹤0.01%
17,966
+194
4996
$936K ﹤0.01%
40,193
+21,048
4997
$934K ﹤0.01%
58,313
-138,890
4998
$932K ﹤0.01%
7,849
+80
4999
$930K ﹤0.01%
239,007
+17,823
5000
$930K ﹤0.01%
27,475
+945
198 199
200
201 202