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
5951
$188K ﹤0.01%
+10,626
5952
$187K ﹤0.01%
4,604
-81
5953
$186K ﹤0.01%
23,973
-146,842
5954
$185K ﹤0.01%
1,737
-1,947
5955
$185K ﹤0.01%
6,934
+2,022
5956
$185K ﹤0.01%
5,349
-11,251
5957
$184K ﹤0.01%
30,569
-13,403
5958
$184K ﹤0.01%
923
-1,005
5959
$184K ﹤0.01%
47,541
-18,795
5960
$184K ﹤0.01%
32,475
+12,054
5961
$184K ﹤0.01%
+7,257
5962
$184K ﹤0.01%
1,787
-280
5963
$183K ﹤0.01%
+842
5964
$183K ﹤0.01%
+18,949
5965
$182K ﹤0.01%
12,988
-17,048
5966
$181K ﹤0.01%
2,676
+356
5967
$180K ﹤0.01%
41,009
+26
5968
$180K ﹤0.01%
39,330
+21,601
5969
$180K ﹤0.01%
3,280
+2,552
5970
$178K ﹤0.01%
+1,136
5971
$178K ﹤0.01%
3,129
-2,979
5972
$177K ﹤0.01%
841
-305
5973
$175K ﹤0.01%
7,955
5974
$175K ﹤0.01%
12,744
-389,706
5975
$175K ﹤0.01%
550
-2,347
237 238
239
240 241