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
5576
$373K ﹤0.01%
19,414
+15,570
5577
$370K ﹤0.01%
8,875
-3,671
5578
$369K ﹤0.01%
23,487
+6,572
5579
$369K ﹤0.01%
44,558
+27,617
5580
$369K ﹤0.01%
5,832
-138
5581
$368K ﹤0.01%
30,775
+19,100
5582
$366K ﹤0.01%
4,536
-3,279
5583
$366K ﹤0.01%
6,861
-545
5584
$366K ﹤0.01%
3,672
-2
5585
$366K ﹤0.01%
3,043
-265
5586
$365K ﹤0.01%
298,412
-19,513
5587
$365K ﹤0.01%
17,365
-7,292
5588
$365K ﹤0.01%
5,585
-71,248
5589
$363K ﹤0.01%
11,053
-7,222
5590
$363K ﹤0.01%
37,946
-478,004
5591
$362K ﹤0.01%
6,134
+5,963
5592
$362K ﹤0.01%
40,950
+36,575
5593
$361K ﹤0.01%
33,798
+25,605
5594
$361K ﹤0.01%
5,328
+2,009
5595
$361K ﹤0.01%
993
+285
5596
$361K ﹤0.01%
40,546
+21,148
5597
$360K ﹤0.01%
11,018
+6,188
5598
$360K ﹤0.01%
17,640
+17,473
5599
$360K ﹤0.01%
+32,217
5600
$360K ﹤0.01%
17,117
222 223
224
225 226