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
5076
$829K ﹤0.01%
5,536
+1,037
5077
$828K ﹤0.01%
110,314
-68,238
5078
$828K ﹤0.01%
4,539
+162
5079
$828K ﹤0.01%
26,728
+20,317
5080
$826K ﹤0.01%
128,113
+14,155
5081
$826K ﹤0.01%
43,910
5082
$826K ﹤0.01%
44,285
+40,675
5083
$825K ﹤0.01%
16,468
-22,508
5084
$825K ﹤0.01%
104,605
-108,779
5085
$825K ﹤0.01%
51,640
-123,134
5086
$823K ﹤0.01%
75,664
+53,583
5087
$823K ﹤0.01%
27,766
+13,222
5088
$823K ﹤0.01%
+32,531
5089
$822K ﹤0.01%
55,276
+10,037
5090
$817K ﹤0.01%
188,784
+29,089
5091
$817K ﹤0.01%
30,212
+29,208
5092
$817K ﹤0.01%
+83,758
5093
$817K ﹤0.01%
29,736
-2,038
5094
$816K ﹤0.01%
+34,388
5095
$815K ﹤0.01%
14,528
+14,458
5096
$813K ﹤0.01%
169,301
+64,476
5097
$812K ﹤0.01%
253,234
+38,015
5098
$811K ﹤0.01%
13,745
+9,592
5099
$811K ﹤0.01%
50,255
-72,550
5100
$810K ﹤0.01%
28,615
-88,857
202 203
204
205 206