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
6626
$49K ﹤0.01%
70
+3
6627
$49K ﹤0.01%
170,281
6628
$49K ﹤0.01%
+5,567
6629
$49K ﹤0.01%
1,044
+44
6630
$49K ﹤0.01%
492
6631
$49K ﹤0.01%
8,448
-19,737
6632
$49K ﹤0.01%
191
+167
6633
$49K ﹤0.01%
4,997
-106
6634
$49K ﹤0.01%
85
-274
6635
$49K ﹤0.01%
18,756
-38,006
6636
$49K ﹤0.01%
2,177
+803
6637
$49K ﹤0.01%
4,913
-154
6638
$48K ﹤0.01%
7,905
+6,325
6639
$48K ﹤0.01%
1,405
-916
6640
$48K ﹤0.01%
3,300
6641
$48K ﹤0.01%
2,611
-415
6642
$48K ﹤0.01%
7,268
-926
6643
$48K ﹤0.01%
749
+300
6644
$48K ﹤0.01%
4,853
6645
$48K ﹤0.01%
4,814
-92
6646
$47K ﹤0.01%
2,010
-7,036
6647
$47K ﹤0.01%
1,919
-223
6648
$47K ﹤0.01%
17,778
-19,654
6649
$47K ﹤0.01%
8,463
-19,571
6650
$47K ﹤0.01%
+15,679
264 265
266
267 268