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
6076
$144K ﹤0.01%
14,817
6077
$143K ﹤0.01%
17,609
+3,611
6078
$143K ﹤0.01%
16,420
-27,230
6079
$143K ﹤0.01%
10,752
+8,803
6080
$143K ﹤0.01%
17,497
-388
6081
$143K ﹤0.01%
10,119
+2,500
6082
$143K ﹤0.01%
2,706
+203
6083
$143K ﹤0.01%
14,509
-3,835
6084
$142K ﹤0.01%
5,473
+899
6085
$141K ﹤0.01%
17,296
+14,381
6086
$141K ﹤0.01%
51,071
-600
6087
$140K ﹤0.01%
1
6088
$140K ﹤0.01%
3,980
6089
$140K ﹤0.01%
701
-22
6090
$140K ﹤0.01%
7,471
+746
6091
$140K ﹤0.01%
7,155
+3,148
6092
$140K ﹤0.01%
13,986
6093
$139K ﹤0.01%
90,937
-493,068
6094
$139K ﹤0.01%
20,633
+20,064
6095
$139K ﹤0.01%
9,363
+1,037
6096
$138K ﹤0.01%
14,037
6097
$137K ﹤0.01%
6,745
-66,803
6098
$136K ﹤0.01%
3,959
-574
6099
$136K ﹤0.01%
26,699
-184,698
6100
$136K ﹤0.01%
+13,559
242 243
244
245 246