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
6051
$149K ﹤0.01%
5,970
-65
6052
$149K ﹤0.01%
3
6053
$149K ﹤0.01%
15,067
-124
6054
$149K ﹤0.01%
22,582
-177,902
6055
$149K ﹤0.01%
31,574
+615
6056
$149K ﹤0.01%
116,533
-7,352
6057
$148K ﹤0.01%
17,436
-1
6058
$148K ﹤0.01%
23,735
+18,205
6059
$148K ﹤0.01%
14,262
+14,012
6060
$147K ﹤0.01%
+4,735
6061
$147K ﹤0.01%
74
-1
6062
$147K ﹤0.01%
7,789
+919
6063
$147K ﹤0.01%
124,100
+32,834
6064
$147K ﹤0.01%
3,940
+290
6065
$146K ﹤0.01%
14,957
-10,248
6066
$146K ﹤0.01%
14,817
6067
$146K ﹤0.01%
33,366
+2,360
6068
$146K ﹤0.01%
749
+281
6069
$145K ﹤0.01%
3,328
-1
6070
$144K ﹤0.01%
52,212
+16,762
6071
$144K ﹤0.01%
20,878
-1,265
6072
$144K ﹤0.01%
+4,869
6073
$144K ﹤0.01%
5,264
+116
6074
$144K ﹤0.01%
4,899
-1,548
6075
$144K ﹤0.01%
14,817
-157
241 242
243
244 245