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
6776
$35K ﹤0.01%
29,490
-54,064
6777
$35K ﹤0.01%
8,189
-135,773
6778
$35K ﹤0.01%
1,469
-902
6779
$35K ﹤0.01%
5,012
-1,166
6780
$35K ﹤0.01%
1,858
+644
6781
$34K ﹤0.01%
3,450
6782
$34K ﹤0.01%
8,369
-102,315
6783
$34K ﹤0.01%
3,448
-146
6784
$34K ﹤0.01%
2,110
+1,045
6785
$34K ﹤0.01%
3,700
6786
$34K ﹤0.01%
850
6787
$34K ﹤0.01%
26
+25
6788
$34K ﹤0.01%
159
+157
6789
$34K ﹤0.01%
2,532
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6790
$34K ﹤0.01%
+8,307
6791
$34K ﹤0.01%
3,645
-1,334
6792
$33K ﹤0.01%
4,255
-39,055
6793
$33K ﹤0.01%
1,286
+444
6794
$33K ﹤0.01%
15,712
+5,841
6795
$33K ﹤0.01%
1,078
-454
6796
$33K ﹤0.01%
5,905
+2,420
6797
$33K ﹤0.01%
493
6798
$33K ﹤0.01%
+1,200
6799
$33K ﹤0.01%
+2,484
6800
$33K ﹤0.01%
900
-437
270 271
272
273 274