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
5326
$571K ﹤0.01%
154,624
+497
5327
$570K ﹤0.01%
9,109
+247
5328
$570K ﹤0.01%
160,460
+8,193
5329
$569K ﹤0.01%
36,022
+16,533
5330
$567K ﹤0.01%
59,218
+48,433
5331
$565K ﹤0.01%
15,042
+6,643
5332
$563K ﹤0.01%
37,482
+1,902
5333
$563K ﹤0.01%
329,370
+54,090
5334
$561K ﹤0.01%
7,773
+4,527
5335
$559K ﹤0.01%
22,912
-23,555
5336
$558K ﹤0.01%
128,567
+53,503
5337
$558K ﹤0.01%
257,014
-45,017
5338
$558K ﹤0.01%
34,418
+24,551
5339
$558K ﹤0.01%
926,058
+775,018
5340
$556K ﹤0.01%
14,162
-65
5341
$556K ﹤0.01%
208,678
-10,762
5342
$555K ﹤0.01%
27,673
+16,677
5343
$555K ﹤0.01%
89
+54
5344
$554K ﹤0.01%
12,588
-165
5345
$553K ﹤0.01%
7,887
+2,375
5346
$552K ﹤0.01%
788,406
-35,440
5347
$551K ﹤0.01%
48,062
+40,640
5348
$550K ﹤0.01%
190,782
-32,641
5349
$550K ﹤0.01%
21,850
+1,900
5350
$548K ﹤0.01%
118,033
+19,083
212 213
214
215 216