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
6126
$128K ﹤0.01%
3,000
6127
$128K ﹤0.01%
5,481
+3
6128
$128K ﹤0.01%
+2,731
6129
$127K ﹤0.01%
2,619
6130
$127K ﹤0.01%
20,471
6131
$127K ﹤0.01%
11,795
-23,265
6132
$127K ﹤0.01%
371
-166
6133
$127K ﹤0.01%
3,520
6134
$127K ﹤0.01%
872
+798
6135
$127K ﹤0.01%
9,145
+6,411
6136
$127K ﹤0.01%
13,000
6137
$126K ﹤0.01%
12,494
+2,700
6138
$125K ﹤0.01%
3,643
-82
6139
$125K ﹤0.01%
23,123
-10,817
6140
$125K ﹤0.01%
18,556
-358
6141
$125K ﹤0.01%
6,128
+5,220
6142
$125K ﹤0.01%
23,812
-12,375
6143
$125K ﹤0.01%
33,881
+10,202
6144
$124K ﹤0.01%
3,553
+1,864
6145
$124K ﹤0.01%
12,400
-4,500
6146
$124K ﹤0.01%
11,383
-22,421
6147
$123K ﹤0.01%
5,290
+2,892
6148
$123K ﹤0.01%
1,731
+547
6149
$123K ﹤0.01%
83,301
-5,328
6150
$123K ﹤0.01%
27,404
-832
244 245
246
247 248