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
6976
$22K ﹤0.01%
13,458
+8,871
6977
$22K ﹤0.01%
4,361
+1,461
6978
$22K ﹤0.01%
553
-176
6979
$22K ﹤0.01%
536
6980
$22K ﹤0.01%
5,073
+159
6981
$22K ﹤0.01%
2,500
-48
6982
$22K ﹤0.01%
412
6983
$22K ﹤0.01%
30,263
+16,578
6984
$22K ﹤0.01%
6,637
-42
6985
$22K ﹤0.01%
3,754
-3,124
6986
$22K ﹤0.01%
877
+727
6987
$22K ﹤0.01%
10,282
+6,024
6988
$22K ﹤0.01%
2,186
6989
$22K ﹤0.01%
2,134
6990
$22K ﹤0.01%
+1
6991
$21K ﹤0.01%
120
6992
$21K ﹤0.01%
5,627
+4,918
6993
$21K ﹤0.01%
12,114
-249
6994
$21K ﹤0.01%
305
-317
6995
$21K ﹤0.01%
746
6996
$21K ﹤0.01%
7,000
+6,773
6997
$21K ﹤0.01%
6,738
+6,613
6998
$21K ﹤0.01%
2,123
6999
$21K ﹤0.01%
2,084
7000
$21K ﹤0.01%
19,101
-103,022
278 279
280
281 282