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
7076
$17K ﹤0.01%
+500
7077
$17K ﹤0.01%
1,869
7078
$17K ﹤0.01%
+1,015
7079
$17K ﹤0.01%
9,051
-18,039
7080
$17K ﹤0.01%
62
-87
7081
$16K ﹤0.01%
332
7082
$16K ﹤0.01%
600
-998
7083
$16K ﹤0.01%
1,265
+747
7084
$16K ﹤0.01%
+754
7085
$16K ﹤0.01%
683
+567
7086
$16K ﹤0.01%
3,064
-5
7087
$16K ﹤0.01%
9
+8
7088
$16K ﹤0.01%
1,163
7089
$16K ﹤0.01%
74
+70
7090
$16K ﹤0.01%
+600
7091
$16K ﹤0.01%
1,712
7092
– –
0
7093
$16K ﹤0.01%
814
+296
7094
$16K ﹤0.01%
8,000
7095
$16K ﹤0.01%
3,822
7096
$16K ﹤0.01%
20
+11
7097
$16K ﹤0.01%
750
7098
$16K ﹤0.01%
1,531
+1,452
7099
$16K ﹤0.01%
4,687
-9,682
7100
$16K ﹤0.01%
485
282 283
284
285 286