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
6501
$64K ﹤0.01%
6,464
-539
6502
$64K ﹤0.01%
6,444
+1,771
6503
$64K ﹤0.01%
2,000
6504
$64K ﹤0.01%
1,455
+1,197
6505
$64K ﹤0.01%
5,202
+1,770
6506
$63K ﹤0.01%
7,534
+609
6507
$63K ﹤0.01%
1,582
-6,370
6508
$63K ﹤0.01%
3,066
-998
6509
$63K ﹤0.01%
+80,197
6510
$63K ﹤0.01%
21,061
-1
6511
$63K ﹤0.01%
+11,202
6512
$63K ﹤0.01%
4,901
+3,439
6513
$63K ﹤0.01%
26,000
+12,008
6514
$63K ﹤0.01%
5,835
+3,671
6515
$63K ﹤0.01%
11,235
-1,821
6516
$62K ﹤0.01%
8,480
+5,677
6517
$62K ﹤0.01%
12,167
-347,343
6518
$62K ﹤0.01%
29,864
+1,934
6519
$62K ﹤0.01%
3,510
+715
6520
$62K ﹤0.01%
13,262
-14,892
6521
$62K ﹤0.01%
6,206
6522
$62K ﹤0.01%
6,077
-150
6523
$61K ﹤0.01%
2,297
6524
$61K ﹤0.01%
715
+299
6525
$61K ﹤0.01%
3,699
-11,162
259 260
261
262 263