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
826
$113M 0.01%
1,651,240
-33,831
827
$113M 0.01%
5,751,488
+47,139
828
$113M 0.01%
2,071,397
+116,407
829
$112M 0.01%
7,110,753
-676,692
830
$112M 0.01%
3,620,434
-80,935
831
$112M 0.01%
718,368
-300,620
832
$112M 0.01%
3,649,456
+591,131
833
$111M 0.01%
2,369,283
+1,183,841
834
$111M 0.01%
268,146
+96,442
835
$111M 0.01%
964,620
+61,478
836
$111M 0.01%
4,690,427
+349,260
837
$111M 0.01%
3,894,495
-388,158
838
$111M 0.01%
504,998
-49,505
839
$111M 0.01%
3,233,301
-2,211
840
$111M 0.01%
1,662,502
+302,032
841
$110M 0.01%
1,593,224
+187,164
842
$110M 0.01%
2,419,520
+4,138
843
$110M 0.01%
1,563,203
+159,129
844
$110M 0.01%
1,162,169
+17,612
845
$109M 0.01%
4,750,719
-1,951,647
846
$109M 0.01%
2,986,625
-632,849
847
$109M 0.01%
2,396,146
-29,665
848
$109M 0.01%
2,107,974
-50,548
849
$108M 0.01%
1,196,035
-39,138
850
$108M 0.01%
2,042,128
-9,574
32 33
34
35 36