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
5101
$810K ﹤0.01%
27,573
-3,861
5102
$809K ﹤0.01%
155,940
-37,105
5103
$809K ﹤0.01%
15,642
+2,151
5104
$809K ﹤0.01%
17,692
-3,322
5105
$808K ﹤0.01%
70,537
+21,202
5106
$808K ﹤0.01%
50,485
-6,016
5107
$805K ﹤0.01%
30,530
-7,514
5108
$804K ﹤0.01%
9,182
+970
5109
$797K ﹤0.01%
33,895
+33,195
5110
$794K ﹤0.01%
1,597
-691
5111
$794K ﹤0.01%
+80,000
5112
$792K ﹤0.01%
+10,502
5113
$790K ﹤0.01%
+80,000
5114
$790K ﹤0.01%
29,601
+28,716
5115
$789K ﹤0.01%
53,319
+26,346
5116
$789K ﹤0.01%
25,411
+9,465
5117
$787K ﹤0.01%
25,748
+262
5118
$786K ﹤0.01%
39,681
+18,428
5119
$785K ﹤0.01%
23,359
-1,284
5120
$785K ﹤0.01%
28,243
+7,689
5121
$782K ﹤0.01%
255,549
+32,512
5122
$780K ﹤0.01%
14,927
+11,060
5123
$780K ﹤0.01%
241,040
-247,349
5124
$779K ﹤0.01%
26,557
+22,253
5125
$778K ﹤0.01%
67,917
-198,768
203 204
205
206 207