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
5851
$224K ﹤0.01%
13,309
-11,469
5852
$224K ﹤0.01%
141,633
-1,227,494
5853
$223K ﹤0.01%
1,394
+316
5854
$223K ﹤0.01%
35,283
-1,890
5855
$223K ﹤0.01%
+355
5856
$222K ﹤0.01%
105,352
+60,111
5857
$222K ﹤0.01%
18,080
+2,717
5858
$222K ﹤0.01%
10,206
+10,173
5859
$222K ﹤0.01%
10,226
-1,331
5860
$221K ﹤0.01%
8,552
+2,083
5861
$221K ﹤0.01%
7,301
+4,142
5862
$221K ﹤0.01%
42,431
+11,675
5863
$221K ﹤0.01%
102,695
+55,266
5864
$220K ﹤0.01%
856
+290
5865
$219K ﹤0.01%
22,081
+882
5866
$218K ﹤0.01%
+2,921
5867
$217K ﹤0.01%
53,005
-191,786
5868
$217K ﹤0.01%
5,884
-2,364
5869
$215K ﹤0.01%
6,213
-107,966
5870
$214K ﹤0.01%
1,842
+1,676
5871
$214K ﹤0.01%
22,374
-21,329
5872
$213K ﹤0.01%
122,432
-23,650
5873
$213K ﹤0.01%
21,607
+7,489
5874
$213K ﹤0.01%
28,613
-217,355
5875
$213K ﹤0.01%
670
+51
233 234
235
236 237