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
5276
$620K ﹤0.01%
55,154
+2,554
5277
$619K ﹤0.01%
1,045,481
5278
$617K ﹤0.01%
8,668
-11,765
5279
$616K ﹤0.01%
4,098
-772
5280
$614K ﹤0.01%
93,619
-5,138
5281
$613K ﹤0.01%
2,067
-16,709
5282
$612K ﹤0.01%
16,527
+2,965
5283
$612K ﹤0.01%
70,509
5284
$612K ﹤0.01%
8,965
+1,952
5285
$612K ﹤0.01%
63,173
+58,376
5286
$612K ﹤0.01%
55,860
+22,314
5287
$611K ﹤0.01%
115,762
+38,565
5288
$610K ﹤0.01%
25,452
+3,506
5289
$610K ﹤0.01%
56,081
+51,771
5290
$609K ﹤0.01%
202,424
+26,161
5291
$608K ﹤0.01%
26,429
-5,693
5292
$607K ﹤0.01%
48,626
+46,626
5293
$607K ﹤0.01%
5,850
-354
5294
$603K ﹤0.01%
15,860
5295
$600K ﹤0.01%
44,690
+32,588
5296
$600K ﹤0.01%
14,458
+851
5297
$599K ﹤0.01%
61,147
-3,315
5298
$598K ﹤0.01%
11,363
+383
5299
$597K ﹤0.01%
26,812
+23,666
5300
$596K ﹤0.01%
2,222
-2,355
210 211
212
213 214