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
6551
$59K ﹤0.01%
9,987
-12,101
6552
$58K ﹤0.01%
1,750
6553
$58K ﹤0.01%
5,702
6554
$57K ﹤0.01%
+600
6555
$57K ﹤0.01%
596
+267
6556
$57K ﹤0.01%
2,189
6557
$57K ﹤0.01%
711
-391
6558
$57K ﹤0.01%
+8,958
6559
– –
0
6560
$57K ﹤0.01%
21,441
-11,071
6561
$57K ﹤0.01%
1,367
-76
6562
$57K ﹤0.01%
1,225
6563
$57K ﹤0.01%
5,513
-238
6564
$56K ﹤0.01%
+17,473
6565
$56K ﹤0.01%
+31,407
6566
$56K ﹤0.01%
3,923
+1,395
6567
$56K ﹤0.01%
3,194
-13,817
6568
$56K ﹤0.01%
5,647
-2,400
6569
$56K ﹤0.01%
+5,737
6570
$56K ﹤0.01%
49,473
6571
$55K ﹤0.01%
3,633
-94
6572
$55K ﹤0.01%
165
-847
6573
$55K ﹤0.01%
+2,596
6574
$55K ﹤0.01%
5,529
6575
$55K ﹤0.01%
329
-150
261 262
263
264 265