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
7501
$3K ﹤0.01%
207
7502
$3K ﹤0.01%
1,101
7503
$3K ﹤0.01%
60
7504
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+80
7505
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300
7506
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+998
7507
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+1,370
7508
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200
+197
7509
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7510
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86
-4
7511
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1,500
7512
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+1,064
7513
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100
7514
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178
+157
7515
$3K ﹤0.01%
1,000
+478
7516
$3K ﹤0.01%
3,988
7517
$3K ﹤0.01%
69
-1
7518
$3K ﹤0.01%
300
7519
$3K ﹤0.01%
4,938
7520
$3K ﹤0.01%
295
-105
7521
$3K ﹤0.01%
260
-100
7522
$3K ﹤0.01%
333
7523
$3K ﹤0.01%
953
7524
$3K ﹤0.01%
910
-500
7525
$3K ﹤0.01%
1,100
299 300
301
302 303