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
5626
$342K ﹤0.01%
33,360
+3,842
5627
$341K ﹤0.01%
24,320
+13,976
5628
$340K ﹤0.01%
187,885
+184,158
5629
$340K ﹤0.01%
75,771
-88,062
5630
$339K ﹤0.01%
+20,202
5631
$339K ﹤0.01%
10,731
-86,729
5632
$338K ﹤0.01%
+24,611
5633
$338K ﹤0.01%
87,556
+64,808
5634
$338K ﹤0.01%
88,364
+36,175
5635
$336K ﹤0.01%
49,471
+46,068
5636
$336K ﹤0.01%
34,295
+27,076
5637
$335K ﹤0.01%
13,259
-16,888
5638
$335K ﹤0.01%
21,010
+11,453
5639
$334K ﹤0.01%
15,280
+14,842
5640
$334K ﹤0.01%
19,287
-3,203
5641
$334K ﹤0.01%
208,668
+187,526
5642
$333K ﹤0.01%
3,782
-215
5643
$333K ﹤0.01%
64,905
+48,101
5644
$331K ﹤0.01%
43,795
+1,797
5645
$330K ﹤0.01%
17,970
+194
5646
$328K ﹤0.01%
6,422
+4,876
5647
$328K ﹤0.01%
13,074
5648
$328K ﹤0.01%
27,592
-8
5649
$328K ﹤0.01%
32,511
5650
$328K ﹤0.01%
35,612
+19,431
224 225
226
227 228