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
6676
$44K ﹤0.01%
15,544
+1
6677
$44K ﹤0.01%
6,300
+6,045
6678
$44K ﹤0.01%
1,131
6679
$44K ﹤0.01%
827
-6,126
6680
$44K ﹤0.01%
10,501
-2,374
6681
$44K ﹤0.01%
1,639
6682
$44K ﹤0.01%
4,367
6683
$44K ﹤0.01%
4,286
-1,000
6684
$44K ﹤0.01%
4,500
+4,346
6685
$44K ﹤0.01%
4,216
6686
$44K ﹤0.01%
14,900
+600
6687
$43K ﹤0.01%
2,538
-210
6688
$43K ﹤0.01%
27,601
+6,295
6689
$43K ﹤0.01%
187
-55
6690
$43K ﹤0.01%
295
+61
6691
$43K ﹤0.01%
4,269
6692
$43K ﹤0.01%
18,554
-14,994
6693
$43K ﹤0.01%
1,665
-2,234
6694
$43K ﹤0.01%
259
-633
6695
$42K ﹤0.01%
6,041
-33,697
6696
$42K ﹤0.01%
5,555
+3,097
6697
$42K ﹤0.01%
4,200
-300
6698
$42K ﹤0.01%
985
-213
6699
$42K ﹤0.01%
1,123
6700
$42K ﹤0.01%
877
-110
266 267
268
269 270