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
5151
$747K ﹤0.01%
+37,827
5152
$745K ﹤0.01%
178,147
-68,215
5153
$744K ﹤0.01%
72,201
-10,415
5154
$744K ﹤0.01%
82,695
+10,033
5155
$742K ﹤0.01%
30,169
-222
5156
$741K ﹤0.01%
48,855
+34,727
5157
$740K ﹤0.01%
33,362
+21,745
5158
$740K ﹤0.01%
34,272
+24,638
5159
$738K ﹤0.01%
15,378
+15,204
5160
$736K ﹤0.01%
34,890
-52,462
5161
$735K ﹤0.01%
82,828
+5,000
5162
$735K ﹤0.01%
21,237
5163
$735K ﹤0.01%
26,534
-22,851
5164
$734K ﹤0.01%
85,796
-84,175
5165
$732K ﹤0.01%
44,439
+36,085
5166
$728K ﹤0.01%
116,663
-15,553
5167
$728K ﹤0.01%
29,419
-40,267
5168
$727K ﹤0.01%
73,246
+69,548
5169
$725K ﹤0.01%
143,371
-12,239
5170
$725K ﹤0.01%
57,422
+45,571
5171
$725K ﹤0.01%
27,717
+15,950
5172
$724K ﹤0.01%
28,238
+6,385
5173
$723K ﹤0.01%
67,402
-20,083
5174
$723K ﹤0.01%
44,438
-41,606
5175
$722K ﹤0.01%
9,238
-1,456
205 206
207
208 209