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 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 20.67%
2 Healthcare 9.55%
3 Financials 9.17%
4 Consumer Discretionary 8.7%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$152M 0.02%
3,436,761
+121,489
677
$152M 0.02%
1,124,191
+70,805
678
$152M 0.02%
7,315,741
+326,278
679
$152M 0.02%
632,909
-290,791
680
$152M 0.02%
1,407,648
+144,000
681
$151M 0.02%
21,823,177
-789,750
682
$151M 0.02%
1,257,590
+275,855
683
$149M 0.02%
2,854,882
-1,340,279
684
$149M 0.02%
11,022,083
+5,695,442
685
$149M 0.02%
4,870,019
+305,634
686
$149M 0.02%
1,638,350
-18,236
687
$149M 0.02%
3,792,257
+95,216
688
$148M 0.02%
10,578,727
+1,865,236
689
$148M 0.02%
1,541,502
-118,765
690
$148M 0.02%
400,708
-88,411
691
$148M 0.02%
231,865
-13,223
692
$147M 0.02%
972,984
+689,237
693
$147M 0.02%
867,481
+26,883
694
$147M 0.02%
5,208,752
-144,021
695
$147M 0.02%
3,382,213
-178,230
696
$147M 0.02%
1,836,328
+37,075
697
$147M 0.02%
10,370,410
+2,614,433
698
$146M 0.02%
810,503
+142,190
699
$146M 0.02%
2,628,380
+95,546
700
$146M 0.02%
1,711,322
+433,040
26 27
28
29 30