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
6301
$95K ﹤0.01%
4,651
-392
6302
$95K ﹤0.01%
+20,498
6303
$95K ﹤0.01%
18,849
+9,972
6304
$95K ﹤0.01%
216,433
+40,616
6305
$95K ﹤0.01%
4,294
6306
$94K ﹤0.01%
227
+149
6307
$94K ﹤0.01%
9,456
+2,600
6308
$94K ﹤0.01%
45,437
+24,559
6309
$94K ﹤0.01%
3,625
+965
6310
$94K ﹤0.01%
9,600
6311
$94K ﹤0.01%
9,131
-1,500
6312
$94K ﹤0.01%
9,500
-1,526
6313
$93K ﹤0.01%
8,827
+8,606
6314
$93K ﹤0.01%
13,564
-11,212
6315
$93K ﹤0.01%
5,739
-31,862
6316
$93K ﹤0.01%
7,895
-1,816
6317
$92K ﹤0.01%
36
+2
6318
$91K ﹤0.01%
3,661
-6,384
6319
$91K ﹤0.01%
3,626
-12,809
6320
$91K ﹤0.01%
1,171
-7
6321
$90K ﹤0.01%
9,468
+1,736
6322
$90K ﹤0.01%
5,426
-3,507
6323
$90K ﹤0.01%
6,916
+2,097
6324
$90K ﹤0.01%
19,096
-11,913
6325
$90K ﹤0.01%
11,152
+9,424
251 252
253
254 255