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
5701
$296K ﹤0.01%
21,896
-157,641
5702
$296K ﹤0.01%
8,176
+3,191
5703
$295K ﹤0.01%
35,393
+11,688
5704
$294K ﹤0.01%
188,211
+10,130
5705
$294K ﹤0.01%
4,435
+1,982
5706
$294K ﹤0.01%
10,327
+327
5707
$294K ﹤0.01%
28,487
-17,419
5708
$294K ﹤0.01%
4,205
+3,915
5709
$293K ﹤0.01%
893
-21
5710
$293K ﹤0.01%
36,621
-74,449
5711
$293K ﹤0.01%
30,000
-20,000
5712
$292K ﹤0.01%
140,216
+109,989
5713
$292K ﹤0.01%
+10,241
5714
$292K ﹤0.01%
7,763
+1,579
5715
$290K ﹤0.01%
7,521
+703
5716
$290K ﹤0.01%
18,834
+1,904
5717
$290K ﹤0.01%
22,784
+3,740
5718
$289K ﹤0.01%
43,636
+19,426
5719
$288K ﹤0.01%
2,323
+222
5720
$288K ﹤0.01%
13,218
+2,995
5721
$287K ﹤0.01%
7,650
+3,575
5722
$285K ﹤0.01%
13,304
+5,900
5723
$285K ﹤0.01%
14,479
+7,777
5724
$284K ﹤0.01%
98,798
-8,614
5725
$284K ﹤0.01%
59,239
-7,596
227 228
229
230 231