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
5351
$546K ﹤0.01%
53,441
-670
5352
$546K ﹤0.01%
354,616
-239,157
5353
$546K ﹤0.01%
142,591
-21,835
5354
$545K ﹤0.01%
+52,271
5355
$545K ﹤0.01%
16,792
-10,734
5356
$545K ﹤0.01%
23,875
-2,331
5357
$543K ﹤0.01%
119,725
+90,465
5358
$538K ﹤0.01%
60,927
-9,937
5359
$538K ﹤0.01%
26,235
+509
5360
$536K ﹤0.01%
14,282
-4,648
5361
$535K ﹤0.01%
+25,889
5362
$535K ﹤0.01%
28,398
-13,492
5363
$535K ﹤0.01%
61,119
+24,738
5364
$534K ﹤0.01%
12,308
+8,096
5365
$533K ﹤0.01%
41,228
+1,229
5366
$532K ﹤0.01%
50,756
-5,474
5367
$531K ﹤0.01%
6,504
+501
5368
$531K ﹤0.01%
30,146
+29,302
5369
$529K ﹤0.01%
17,398
-2,643
5370
$528K ﹤0.01%
+30,060
5371
$527K ﹤0.01%
20,374
+9,559
5372
$527K ﹤0.01%
18,048
-343
5373
$527K ﹤0.01%
83,523
-119,161
5374
$527K ﹤0.01%
16,092
+7,606
5375
$524K ﹤0.01%
174,564
-58,487
213 214
215
216 217