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
5801
$246K ﹤0.01%
153,962
-84,164
5802
$246K ﹤0.01%
3,087
-179
5803
$246K ﹤0.01%
54,720
-47,370
5804
$245K ﹤0.01%
13,893
+8,535
5805
$245K ﹤0.01%
164
+145
5806
$245K ﹤0.01%
10,770
+928
5807
$245K ﹤0.01%
35,437
-27,157
5808
$244K ﹤0.01%
14,310
-1,294
5809
$244K ﹤0.01%
9,402
-995
5810
$244K ﹤0.01%
25,126
-810
5811
$243K ﹤0.01%
19,893
+13,713
5812
$243K ﹤0.01%
9,155
-4,008
5813
$242K ﹤0.01%
4,527
+2,297
5814
$241K ﹤0.01%
16,108
-46,634
5815
$241K ﹤0.01%
13,872
+536
5816
$240K ﹤0.01%
4,134
-1,228
5817
$240K ﹤0.01%
22,192
+17,761
5818
$239K ﹤0.01%
3,983
5819
$239K ﹤0.01%
8,540
+401
5820
$237K ﹤0.01%
21,931
-629,668
5821
$237K ﹤0.01%
8,084
-38
5822
$237K ﹤0.01%
9,412
+1,248
5823
$237K ﹤0.01%
17,406
+441
5824
$237K ﹤0.01%
1,147
+1,143
5825
$237K ﹤0.01%
12,354
231 232
233
234 235