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
6851
$30K ﹤0.01%
280
6852
$30K ﹤0.01%
3,740
+1,117
6853
$30K ﹤0.01%
1,514
+723
6854
– –
0
6855
$30K ﹤0.01%
10,300
+2,678
6856
$30K ﹤0.01%
2,559
-3,060
6857
$30K ﹤0.01%
1,067
+9
6858
$29K ﹤0.01%
1,699
+1,353
6859
$29K ﹤0.01%
338
-130
6860
$29K ﹤0.01%
+902
6861
$29K ﹤0.01%
361
6862
$29K ﹤0.01%
2,519
+1,718
6863
$29K ﹤0.01%
1,373
6864
$29K ﹤0.01%
96,598
+94,898
6865
$29K ﹤0.01%
4,960
-26,982
6866
$29K ﹤0.01%
2,763
6867
$28K ﹤0.01%
+830
6868
$28K ﹤0.01%
1,343
+329
6869
$28K ﹤0.01%
820
-510
6870
$28K ﹤0.01%
562
6871
$28K ﹤0.01%
589
+142
6872
$28K ﹤0.01%
640
6873
$28K ﹤0.01%
400
6874
$28K ﹤0.01%
86,530
-68,835
6875
$28K ﹤0.01%
360
-677
273 274
275
276 277