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
6901
$27K ﹤0.01%
495
6902
$27K ﹤0.01%
2,210
-3
6903
$27K ﹤0.01%
3,793
+2,756
6904
$27K ﹤0.01%
1,188
6905
$27K ﹤0.01%
20,000
6906
$26K ﹤0.01%
5,628
+331
6907
$26K ﹤0.01%
694
+33
6908
$26K ﹤0.01%
505
-1,090
6909
$26K ﹤0.01%
471
-2,541
6910
$26K ﹤0.01%
2,000
6911
$26K ﹤0.01%
813
-1,310
6912
$26K ﹤0.01%
945
-4,866
6913
$26K ﹤0.01%
22,590
-1,892
6914
$26K ﹤0.01%
2,552
-1,251,179
6915
$26K ﹤0.01%
3,941
6916
$26K ﹤0.01%
408
-4,376
6917
$26K ﹤0.01%
667
-118
6918
$26K ﹤0.01%
+993
6919
$26K ﹤0.01%
+3,351
6920
$25K ﹤0.01%
927
-11,665
6921
$25K ﹤0.01%
467
-587
6922
$25K ﹤0.01%
1,788
6923
$25K ﹤0.01%
+15,000
6924
$25K ﹤0.01%
864
6925
$25K ﹤0.01%
815
275 276
277
278 279