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
5476
$438K ﹤0.01%
6,075
-6,883
5477
$437K ﹤0.01%
56,439
-16,396
5478
$437K ﹤0.01%
34,052
-7,789
5479
$437K ﹤0.01%
100,352
+61,766
5480
$436K ﹤0.01%
28,535
-94,616
5481
$436K ﹤0.01%
310,029
-328,505
5482
$435K ﹤0.01%
45,757
-34,850
5483
$435K ﹤0.01%
2,463
-3,390
5484
$434K ﹤0.01%
36,653
-20
5485
$434K ﹤0.01%
66,676
-144,581
5486
$434K ﹤0.01%
26,465
-19,258
5487
$433K ﹤0.01%
6,202
+674
5488
$431K ﹤0.01%
316,568
-51,480
5489
$431K ﹤0.01%
43,882
-8,225
5490
$430K ﹤0.01%
59,092
+44,840
5491
$429K ﹤0.01%
94,843
+5,489
5492
$429K ﹤0.01%
7,591
+470
5493
$428K ﹤0.01%
55,006
-55,863
5494
$427K ﹤0.01%
108,468
+8,893
5495
$427K ﹤0.01%
42,705
5496
$425K ﹤0.01%
22,624
-853
5497
$424K ﹤0.01%
4,192
+3,939
5498
$424K ﹤0.01%
+8
5499
$422K ﹤0.01%
32,874
-22,169
5500
$422K ﹤0.01%
87,168
+63,731
218 219
220
221 222