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
6226
$108K ﹤0.01%
5,200
+4,028
6227
$107K ﹤0.01%
1,312
-390
6228
$107K ﹤0.01%
9,631
-14,443
6229
$107K ﹤0.01%
17,161
-1,382
6230
$107K ﹤0.01%
6,698
+1,921
6231
$107K ﹤0.01%
11,016
-190,893
6232
$107K ﹤0.01%
10,709
-1,058
6233
$107K ﹤0.01%
+17,094
6234
$106K ﹤0.01%
631
+178
6235
$106K ﹤0.01%
24,800
-38,100
6236
$106K ﹤0.01%
3,422
6237
$106K ﹤0.01%
1,759
+1,726
6238
$106K ﹤0.01%
10,122
+4,009
6239
$106K ﹤0.01%
+4,195
6240
$106K ﹤0.01%
25,304
-1,720
6241
$105K ﹤0.01%
4,167
+359
6242
$105K ﹤0.01%
12,079
+5,730
6243
$105K ﹤0.01%
605
+598
6244
$104K ﹤0.01%
6,778
-548
6245
$104K ﹤0.01%
3,828
-100
6246
$104K ﹤0.01%
23,224
+18,944
6247
$103K ﹤0.01%
7,510
-1
6248
$103K ﹤0.01%
10,053
+36
6249
$103K ﹤0.01%
436
-19
6250
$103K ﹤0.01%
12,120
-22,438
248 249
250
251 252