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
6151
$123K ﹤0.01%
+9,679
6152
$122K ﹤0.01%
9,891
-284
6153
$122K ﹤0.01%
87,550
+4,398
6154
$122K ﹤0.01%
+13,960
6155
$122K ﹤0.01%
3,131
-985
6156
$122K ﹤0.01%
10,954
6157
$121K ﹤0.01%
6,467
-1,099
6158
$121K ﹤0.01%
19,389
-456,725
6159
$121K ﹤0.01%
3,327
-1,750
6160
$121K ﹤0.01%
9,602
-3,059
6161
$121K ﹤0.01%
3,373
+8
6162
$120K ﹤0.01%
11,470
+3,500
6163
$120K ﹤0.01%
228
+51
6164
$120K ﹤0.01%
11,806
-578
6165
$120K ﹤0.01%
13,863
-11,028
6166
$120K ﹤0.01%
17,911
+2,077
6167
$119K ﹤0.01%
138,135
+42,532
6168
$119K ﹤0.01%
8,732
+440
6169
$119K ﹤0.01%
30,281
+390
6170
$119K ﹤0.01%
3,827
+451
6171
$119K ﹤0.01%
+1,359
6172
$119K ﹤0.01%
39,008
+12,519
6173
$119K ﹤0.01%
+68
6174
$118K ﹤0.01%
2,861
+469
6175
$118K ﹤0.01%
2,764
-9,349
245 246
247
248 249