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
6701
$42K ﹤0.01%
37
+2
6702
$42K ﹤0.01%
7,284
6703
$42K ﹤0.01%
1,441
-300
6704
$42K ﹤0.01%
+30,884
6705
$42K ﹤0.01%
+1,656
6706
$42K ﹤0.01%
3,987
6707
$42K ﹤0.01%
+4,300
6708
$41K ﹤0.01%
615
-1,533
6709
$41K ﹤0.01%
1,289
-1,671
6710
$41K ﹤0.01%
545
+148
6711
$41K ﹤0.01%
189
-414
6712
$41K ﹤0.01%
+15,900
6713
$41K ﹤0.01%
652
-1,200
6714
$41K ﹤0.01%
+2,685
6715
$41K ﹤0.01%
+1,600
6716
$40K ﹤0.01%
3,950
6717
$40K ﹤0.01%
1,253
-15,240
6718
$40K ﹤0.01%
4,031
6719
$40K ﹤0.01%
+19,650
6720
$40K ﹤0.01%
12,608
-92,635
6721
$40K ﹤0.01%
4,050
-154
6722
$40K ﹤0.01%
1,616
-2,059
6723
$39K ﹤0.01%
1,199
6724
$39K ﹤0.01%
40
-220
6725
$39K ﹤0.01%
4,586
267 268
269
270 271