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
5301
$596K ﹤0.01%
33,414
+7,025
5302
$596K ﹤0.01%
+444,616
5303
$596K ﹤0.01%
63,290
-51,262
5304
$595K ﹤0.01%
151,532
-39,484
5305
$594K ﹤0.01%
60,509
+5,759
5306
$593K ﹤0.01%
42,234
+3,474
5307
$592K ﹤0.01%
411,473
-3,443,792
5308
$590K ﹤0.01%
11,387
+89
5309
$590K ﹤0.01%
43,285
-2,600
5310
$589K ﹤0.01%
48,778
-1,046
5311
$588K ﹤0.01%
59,599
-58,267
5312
$586K ﹤0.01%
+54,098
5313
$585K ﹤0.01%
15,813
-47,774
5314
$583K ﹤0.01%
24
+17
5315
$582K ﹤0.01%
7,170
+5,230
5316
$582K ﹤0.01%
28,263
+2,746
5317
$581K ﹤0.01%
2,724
+306
5318
$580K ﹤0.01%
19,441
+16,093
5319
$577K ﹤0.01%
16,325
+3,503
5320
$577K ﹤0.01%
272,001
+257,001
5321
$575K ﹤0.01%
27,120
-2,042
5322
$575K ﹤0.01%
21,888
-6,353
5323
$574K ﹤0.01%
57,295
-792
5324
$573K ﹤0.01%
38,296
-11,200
5325
$572K ﹤0.01%
30,198
+27,132
211 212
213
214 215