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
6101
$136K ﹤0.01%
7,875
+412
6102
$136K ﹤0.01%
2,839
-1,347
6103
$135K ﹤0.01%
+1,215
6104
$135K ﹤0.01%
+6,786
6105
$135K ﹤0.01%
3,368
6106
$134K ﹤0.01%
19,027
-94,742
6107
$134K ﹤0.01%
331
-118
6108
$134K ﹤0.01%
16,787
-3,878
6109
$134K ﹤0.01%
5,597
+5,585
6110
$133K ﹤0.01%
14,605
+11,721
6111
$133K ﹤0.01%
19,440
+1,446
6112
$133K ﹤0.01%
13,449
6113
$133K ﹤0.01%
190,584
6114
$133K ﹤0.01%
2,547
6115
$132K ﹤0.01%
8,760
+8,660
6116
$132K ﹤0.01%
13,277
+951
6117
$131K ﹤0.01%
9
-22
6118
$131K ﹤0.01%
18,562
+8,816
6119
$131K ﹤0.01%
3,558
+1,677
6120
$131K ﹤0.01%
7,092
-3,720
6121
$130K ﹤0.01%
75,025
-28,327
6122
$130K ﹤0.01%
43,673
-1,532
6123
$129K ﹤0.01%
30,072
-4,677
6124
$129K ﹤0.01%
7,824
+411
6125
$129K ﹤0.01%
12,960
-943
243 244
245
246 247