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
6251
$102K ﹤0.01%
171
-190
6252
$102K ﹤0.01%
2,094
+18
6253
$102K ﹤0.01%
7,953
-18,758
6254
$102K ﹤0.01%
3,225
+475
6255
$102K ﹤0.01%
10
+2
6256
$101K ﹤0.01%
1,929
+1,200
6257
$101K ﹤0.01%
3,781
+240
6258
$101K ﹤0.01%
9,578
6259
$101K ﹤0.01%
9,887
-163
6260
$100K ﹤0.01%
+2,500
6261
$100K ﹤0.01%
6,324
-7,518
6262
$100K ﹤0.01%
3,900
-4,419
6263
$100K ﹤0.01%
371
6264
$100K ﹤0.01%
3,500
6265
$100K ﹤0.01%
7,880
+7,150
6266
$100K ﹤0.01%
10,064
-2,186
6267
$99K ﹤0.01%
8,769
+828
6268
$99K ﹤0.01%
6,893
+27
6269
$99K ﹤0.01%
2,458
-2,476
6270
$99K ﹤0.01%
5
+4
6271
$99K ﹤0.01%
9,948
-182,917
6272
$99K ﹤0.01%
10,033
+9,786
6273
$98K ﹤0.01%
48,386
-69,199
6274
$98K ﹤0.01%
8,209
+6,705
6275
$98K ﹤0.01%
2,416
+889
249 250
251
252 253