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
6651
$47K ﹤0.01%
1,304
-171
6652
$47K ﹤0.01%
392
-79
6653
$47K ﹤0.01%
4,819
6654
$47K ﹤0.01%
4,800
6655
$47K ﹤0.01%
16,576
-32
6656
$46K ﹤0.01%
2,669
-245
6657
$46K ﹤0.01%
7,465
-23,012
6658
$46K ﹤0.01%
456
+446
6659
$46K ﹤0.01%
22,945
-1,082,365
6660
$46K ﹤0.01%
1,260
-31
6661
$46K ﹤0.01%
4,422
+1,398
6662
$46K ﹤0.01%
8,387
-24,930
6663
$46K ﹤0.01%
35,313
+5,530
6664
$45K ﹤0.01%
1,515
6665
$45K ﹤0.01%
1,634
6666
$45K ﹤0.01%
623
-408
6667
$45K ﹤0.01%
1,151
+313
6668
$45K ﹤0.01%
4,110
+3,650
6669
$45K ﹤0.01%
2,350
-6,512
6670
$45K ﹤0.01%
15,903
+11,450
6671
$45K ﹤0.01%
+2,863
6672
$45K ﹤0.01%
4,596
6673
$44K ﹤0.01%
+964
6674
$44K ﹤0.01%
1,928
+1,615
6675
$44K ﹤0.01%
3,410
-2,143
265 266
267
268 269