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
6876
$28K ﹤0.01%
+1,504
6877
$28K ﹤0.01%
240
+84
6878
$28K ﹤0.01%
3,958
-14,763
6879
$28K ﹤0.01%
807
-13,736
6880
$28K ﹤0.01%
5,365
-54
6881
$28K ﹤0.01%
+175
6882
$28K ﹤0.01%
2,815
6883
$28K ﹤0.01%
1,900
+100
6884
$28K ﹤0.01%
2,567
6885
$28K ﹤0.01%
1,324
+600
6886
$28K ﹤0.01%
2,778
-6,322
6887
$28K ﹤0.01%
2,704
6888
$27K ﹤0.01%
+5,299
6889
$27K ﹤0.01%
592
6890
$27K ﹤0.01%
2,468
-4,548
6891
$27K ﹤0.01%
402
+109
6892
$27K ﹤0.01%
+10,661
6893
$27K ﹤0.01%
382
+318
6894
$27K ﹤0.01%
2,567
6895
$27K ﹤0.01%
2,700
6896
$27K ﹤0.01%
2,623
-1,400
6897
$27K ﹤0.01%
10,260
-29,740
6898
$27K ﹤0.01%
1,181
-1,873
6899
$27K ﹤0.01%
5,998
+431
6900
$27K ﹤0.01%
580
+180
274 275
276
277 278