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
6801
$33K ﹤0.01%
+2,043
6802
$33K ﹤0.01%
7,198
-35
6803
$33K ﹤0.01%
1,164
-177
6804
$33K ﹤0.01%
2,578
+293
6805
$33K ﹤0.01%
1,367
+1,317
6806
$32K ﹤0.01%
17,819
-744,925
6807
$32K ﹤0.01%
1,000
6808
$32K ﹤0.01%
1,110
-3,645
6809
$32K ﹤0.01%
+2,000
6810
$32K ﹤0.01%
3,380
-254
6811
$32K ﹤0.01%
452
+448
6812
$32K ﹤0.01%
13,266
+536
6813
$32K ﹤0.01%
1,936
+624
6814
$32K ﹤0.01%
+6,349
6815
$32K ﹤0.01%
1,099
-839
6816
$32K ﹤0.01%
2,985
6817
$32K ﹤0.01%
+13,036
6818
$32K ﹤0.01%
15,904
+6,795
6819
$32K ﹤0.01%
13,907
+3,215
6820
$32K ﹤0.01%
3,063
6821
$31K ﹤0.01%
953
+379
6822
$31K ﹤0.01%
332
+321
6823
$31K ﹤0.01%
213
6824
$31K ﹤0.01%
+3,205
6825
$31K ﹤0.01%
3,100
+3,000
271 272
273
274 275