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
5401
$498K ﹤0.01%
1,714
-3,423
5402
$498K ﹤0.01%
29,026
-202
5403
$498K ﹤0.01%
109,822
-902,981
5404
$497K ﹤0.01%
50,000
+49,500
5405
$497K ﹤0.01%
63,286
+57,821
5406
$495K ﹤0.01%
10,420
+1,631
5407
$495K ﹤0.01%
33,510
-14,857
5408
$492K ﹤0.01%
+49,600
5409
$492K ﹤0.01%
10,022
-534
5410
$492K ﹤0.01%
21,405
-70
5411
$492K ﹤0.01%
16,125
+10,012
5412
$492K ﹤0.01%
14,792
-173,206
5413
$491K ﹤0.01%
50,200
+50,000
5414
$490K ﹤0.01%
26,128
-1,985
5415
$490K ﹤0.01%
18,351
+2,787
5416
$490K ﹤0.01%
23,158
+4,070
5417
$489K ﹤0.01%
50,000
-669,767
5418
$487K ﹤0.01%
18,605
+1,015
5419
$487K ﹤0.01%
49,364
+48,590
5420
$487K ﹤0.01%
5,364
+905
5421
$486K ﹤0.01%
18,402
+3,205
5422
$486K ﹤0.01%
42,849
-3,810
5423
$486K ﹤0.01%
12,280
+9,879
5424
$484K ﹤0.01%
13,363
5425
$484K ﹤0.01%
1,494
+1,125
215 216
217
218 219