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
6351
$85K ﹤0.01%
35,442
+9,576
6352
$85K ﹤0.01%
8,591
6353
$85K ﹤0.01%
8,447
6354
$85K ﹤0.01%
23,569
-87,429
6355
$85K ﹤0.01%
7,105
6356
$85K ﹤0.01%
11,548
+5,054
6357
$85K ﹤0.01%
2,895
6358
$85K ﹤0.01%
3,502
-260
6359
$85K ﹤0.01%
2,061
+50
6360
$85K ﹤0.01%
+5,626
6361
$84K ﹤0.01%
885
-50
6362
$84K ﹤0.01%
3,928
-56
6363
$84K ﹤0.01%
5,574
+2,024
6364
$84K ﹤0.01%
2,661
-128
6365
$84K ﹤0.01%
+2,210
6366
$84K ﹤0.01%
35,317
-4,694
6367
$83K ﹤0.01%
975
+238
6368
$83K ﹤0.01%
1,959
+460
6369
$82K ﹤0.01%
25,936
+17,368
6370
$82K ﹤0.01%
682
-7,285
6371
$82K ﹤0.01%
5,079
-35,836
6372
$82K ﹤0.01%
3,925
+47
6373
$82K ﹤0.01%
9,171
+2,179
6374
$82K ﹤0.01%
31,083
6375
$82K ﹤0.01%
42,289
-24,861
253 254
255
256 257