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
5651
$328K ﹤0.01%
16,896
-80,917
5652
$327K ﹤0.01%
209,815
-126,798
5653
$327K ﹤0.01%
+2,123
5654
$325K ﹤0.01%
5,584
-168
5655
$324K ﹤0.01%
77,609
-4,677
5656
$324K ﹤0.01%
30,400
-69,046
5657
$322K ﹤0.01%
53,999
-763
5658
$321K ﹤0.01%
8,671
-631
5659
$319K ﹤0.01%
22
-14
5660
$319K ﹤0.01%
16,461
-550
5661
$319K ﹤0.01%
11,362
+6,579
5662
$319K ﹤0.01%
85,336
-14,468
5663
$317K ﹤0.01%
42,534
+18,372
5664
$316K ﹤0.01%
1,273
+303
5665
$315K ﹤0.01%
66,749
+66,632
5666
$315K ﹤0.01%
78,901
+63,789
5667
$315K ﹤0.01%
11,517
+649
5668
$315K ﹤0.01%
67,676
-38,818
5669
$314K ﹤0.01%
1,542
-196
5670
$314K ﹤0.01%
20,071
+19,940
5671
$314K ﹤0.01%
72,842
-13,606
5672
$313K ﹤0.01%
7,905
+7,546
5673
$313K ﹤0.01%
+1
5674
$313K ﹤0.01%
48,331
+5,540
5675
$312K ﹤0.01%
1,542
-91
225 226
227
228 229