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
5551
$389K ﹤0.01%
19,045
+11,830
5552
$388K ﹤0.01%
+17,581
5553
$388K ﹤0.01%
19,513
+16,688
5554
$387K ﹤0.01%
12,175
+10,575
5555
$387K ﹤0.01%
24,734
+12
5556
$387K ﹤0.01%
7,975
+1,442
5557
$387K ﹤0.01%
+13,540
5558
$387K ﹤0.01%
92,032
+64,140
5559
$386K ﹤0.01%
13,900
-123,303
5560
$386K ﹤0.01%
29,751
+22,105
5561
$385K ﹤0.01%
225,676
-163,131
5562
$381K ﹤0.01%
100,917
-187,236
5563
$380K ﹤0.01%
74,534
-45,854
5564
$379K ﹤0.01%
67,411
+52,415
5565
$379K ﹤0.01%
40,004
+2,943
5566
$377K ﹤0.01%
1,834
+1,136
5567
$377K ﹤0.01%
366,708
-494,023
5568
$376K ﹤0.01%
87,243
-30,989
5569
$376K ﹤0.01%
46,235
+257
5570
$376K ﹤0.01%
8,225
+1,550
5571
$376K ﹤0.01%
15,206
-6,443
5572
$375K ﹤0.01%
74,835
+4,742
5573
$374K ﹤0.01%
1,621
-3,280
5574
$374K ﹤0.01%
110,799
-69,069
5575
$373K ﹤0.01%
18,426
-4,698
221 222
223
224 225