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
5451
$468K ﹤0.01%
16,123
+12,178
5452
$468K ﹤0.01%
46,865
+39,410
5453
$465K ﹤0.01%
46,535
+39,133
5454
$464K ﹤0.01%
59,501
5455
$462K ﹤0.01%
41,218
+722
5456
$461K ﹤0.01%
146,348
-84,485
5457
$460K ﹤0.01%
62,647
+5,591
5458
$460K ﹤0.01%
34,813
-55,504
5459
$460K ﹤0.01%
13,053
+2,902
5460
$457K ﹤0.01%
21,108
+3,370
5461
$456K ﹤0.01%
25,117
-9
5462
$455K ﹤0.01%
7,035
+196
5463
$455K ﹤0.01%
46,366
+25,517
5464
$453K ﹤0.01%
38,158
+14,941
5465
$452K ﹤0.01%
56,474
+3,599
5466
$451K ﹤0.01%
1,649
+1,442
5467
$450K ﹤0.01%
133,407
+73,411
5468
$449K ﹤0.01%
113,624
-88,675
5469
$446K ﹤0.01%
28,641
+25,337
5470
$444K ﹤0.01%
16,590
-518
5471
$441K ﹤0.01%
214,140
-199,200
5472
$440K ﹤0.01%
11,866
+2,710
5473
$440K ﹤0.01%
56,139
+16,772
5474
$440K ﹤0.01%
36,205
+11,518
5475
$438K ﹤0.01%
10,557
+2,461
217 218
219
220 221