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
5826
$236K ﹤0.01%
13,964
+10,997
5827
$235K ﹤0.01%
2,175
+1,998
5828
$234K ﹤0.01%
45,734
+26,719
5829
$234K ﹤0.01%
2,943
-110
5830
$234K ﹤0.01%
12,098
-12,670
5831
$234K ﹤0.01%
20,988
+8,642
5832
$233K ﹤0.01%
38,459
+9,946
5833
$232K ﹤0.01%
50,281
+1,262
5834
$232K ﹤0.01%
+2,539
5835
$230K ﹤0.01%
368,530
+188,783
5836
$229K ﹤0.01%
28,596
-185,444
5837
$229K ﹤0.01%
14,519
-2,832
5838
$229K ﹤0.01%
983
+671
5839
$229K ﹤0.01%
6,506
-1,634
5840
$229K ﹤0.01%
65
-1
5841
$228K ﹤0.01%
12,386
5842
$227K ﹤0.01%
7,517
-12
5843
$227K ﹤0.01%
30,331
+4,348
5844
$227K ﹤0.01%
16,416
+627
5845
$227K ﹤0.01%
6,984
-15,959
5846
$227K ﹤0.01%
100,649
-267,642
5847
$226K ﹤0.01%
8,645
+59
5848
$225K ﹤0.01%
15,524
-40,666
5849
$225K ﹤0.01%
4,288
+493
5850
$224K ﹤0.01%
13,194
-100,394
232 233
234
235 236