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
5926
$196K ﹤0.01%
5,786
+2,093
5927
$195K ﹤0.01%
56,896
+1,613
5928
$194K ﹤0.01%
15,005
5929
$194K ﹤0.01%
13,573
+4,921
5930
$194K ﹤0.01%
93,303
+43,335
5931
$194K ﹤0.01%
14,895
-6,500
5932
$193K ﹤0.01%
16,062
+16,050
5933
$193K ﹤0.01%
54,198
-46,016
5934
$193K ﹤0.01%
27,556
+10,280
5935
$193K ﹤0.01%
632,515
-47,982
5936
$192K ﹤0.01%
8
+6
5937
$192K ﹤0.01%
75,602
+10,238
5938
$192K ﹤0.01%
19,800
+2,015
5939
$191K ﹤0.01%
19,298
5940
$191K ﹤0.01%
50,571
-29,347
5941
$191K ﹤0.01%
36,000
+3,519
5942
$190K ﹤0.01%
6,102
-5,702
5943
$190K ﹤0.01%
137
+126
5944
$190K ﹤0.01%
63,835
-298,293
5945
$189K ﹤0.01%
7,039
+1,111
5946
$189K ﹤0.01%
9,347
+1,514
5947
$189K ﹤0.01%
+4,257
5948
$189K ﹤0.01%
8,157
-2,299
5949
$189K ﹤0.01%
547
+361
5950
$188K ﹤0.01%
27,900
+1,318
236 237
238
239 240