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
5376
$524K ﹤0.01%
5,720
+2,806
5377
$523K ﹤0.01%
28,204
-6,004
5378
$522K ﹤0.01%
692
5379
$522K ﹤0.01%
39,489
+24,609
5380
$521K ﹤0.01%
12,339
+5,544
5381
$521K ﹤0.01%
6,180
-3,472
5382
$520K ﹤0.01%
9,086
+1,712
5383
$519K ﹤0.01%
76,581
-54,304
5384
$517K ﹤0.01%
+36,971
5385
$516K ﹤0.01%
20,590
+20,190
5386
$511K ﹤0.01%
7,657
-1,907
5387
$511K ﹤0.01%
3,347
+962
5388
$510K ﹤0.01%
51,421
+33,410
5389
$509K ﹤0.01%
38,956
-175,428
5390
$509K ﹤0.01%
26,142
-29,478
5391
$507K ﹤0.01%
16,221
+2,779
5392
$506K ﹤0.01%
20,526
+4,574
5393
$506K ﹤0.01%
23,821
-2
5394
$505K ﹤0.01%
16,614
-18,878
5395
$504K ﹤0.01%
3,975
+2,705
5396
$503K ﹤0.01%
7,297
-1,468
5397
$503K ﹤0.01%
+35,748
5398
$501K ﹤0.01%
37,605
+5,315
5399
$500K ﹤0.01%
13,664
-1,283
5400
$499K ﹤0.01%
3,789
-280
214 215
216
217 218