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
5976
$174K ﹤0.01%
6,148
+2,554
5977
$174K ﹤0.01%
1,508
+1,415
5978
$173K ﹤0.01%
4,236
+3,408
5979
$172K ﹤0.01%
12,034
+7,530
5980
$172K ﹤0.01%
10,637
+3,929
5981
$171K ﹤0.01%
12,966
+1,377
5982
$170K ﹤0.01%
6,188
+5,365
5983
$170K ﹤0.01%
68,133
+66,784
5984
$169K ﹤0.01%
1,873
+86
5985
$169K ﹤0.01%
6,750
+802
5986
$169K ﹤0.01%
67,995
+18,352
5987
$169K ﹤0.01%
8,858
+7,940
5988
$169K ﹤0.01%
66,600
5989
$169K ﹤0.01%
90,248
-262,489
5990
$168K ﹤0.01%
18,809
+4,212
5991
$168K ﹤0.01%
5,750
5992
$168K ﹤0.01%
3,862
+100
5993
$167K ﹤0.01%
862
-133
5994
$167K ﹤0.01%
+12,632
5995
$167K ﹤0.01%
5,672
+1,421
5996
$167K ﹤0.01%
29,501
+3,882
5997
$167K ﹤0.01%
6,665
+4,321
5998
$167K ﹤0.01%
+76
5999
$166K ﹤0.01%
14,152
-9,183
6000
$166K ﹤0.01%
20,450
+14,724
238 239
240
241 242