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
6376
$82K ﹤0.01%
7,530
6377
$82K ﹤0.01%
15,634
+9,214
6378
$81K ﹤0.01%
2,500
6379
$81K ﹤0.01%
+101
6380
$81K ﹤0.01%
+1,406
6381
$81K ﹤0.01%
2,235
+442
6382
$81K ﹤0.01%
8,016
-2,000
6383
$80K ﹤0.01%
6,599
+6,549
6384
$80K ﹤0.01%
+2,338
6385
$80K ﹤0.01%
21,325
+2,165
6386
$80K ﹤0.01%
8,075
+2,600
6387
$80K ﹤0.01%
2,500
6388
$80K ﹤0.01%
2,231
-17,883
6389
$80K ﹤0.01%
2,911
+2,887
6390
$80K ﹤0.01%
3,395
+1,101
6391
$79K ﹤0.01%
3,984
+2,797
6392
$79K ﹤0.01%
13,006
-38,879
6393
$79K ﹤0.01%
+2,614
6394
$79K ﹤0.01%
7,220
-99
6395
$79K ﹤0.01%
2,048
-670
6396
$78K ﹤0.01%
21,881
-11,663
6397
$78K ﹤0.01%
369
-9
6398
$77K ﹤0.01%
+5,474
6399
$77K ﹤0.01%
276
-1,516
6400
$77K ﹤0.01%
12,913
+2,525
254 255
256
257 258