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
7001
$21K ﹤0.01%
1,250
7002
$21K ﹤0.01%
9,102
+4,002
7003
$21K ﹤0.01%
3,843
7004
$21K ﹤0.01%
+500
7005
$21K ﹤0.01%
3,900
+1,480
7006
$21K ﹤0.01%
430
7007
$20K ﹤0.01%
3,168
-3,858
7008
$20K ﹤0.01%
700
-2
7009
$20K ﹤0.01%
2,737
+749
7010
$20K ﹤0.01%
498
7011
$20K ﹤0.01%
+668
7012
$20K ﹤0.01%
+1,980
7013
$20K ﹤0.01%
+27,649
7014
$20K ﹤0.01%
2,000
7015
$19K ﹤0.01%
400
7016
$19K ﹤0.01%
682
7017
$19K ﹤0.01%
522
7018
$19K ﹤0.01%
3,900
7019
$19K ﹤0.01%
4,117
+3,357
7020
$19K ﹤0.01%
600
-399,400
7021
$19K ﹤0.01%
200
-400
7022
$19K ﹤0.01%
3,597
+163
7023
$19K ﹤0.01%
+325
7024
$19K ﹤0.01%
19
-4
7025
$19K ﹤0.01%
26,955
279 280
281
282 283