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
876
$103M 0.01%
405,251
+69,342
877
$103M 0.01%
945,062
-17,074
878
$103M 0.01%
1,098,270
+314,182
879
$102M 0.01%
4,346,263
+1,419,374
880
$102M 0.01%
2,967,207
-16,406
881
$102M 0.01%
1,272,154
-17,695
882
$102M 0.01%
1,478,627
-78,458
883
$102M 0.01%
4,132,770
+394,417
884
$102M 0.01%
1,777,744
+467,316
885
$102M 0.01%
471,328
+111,430
886
$101M 0.01%
1,633,514
-28,313
887
$101M 0.01%
2,005,240
-30,625
888
$101M 0.01%
982,858
-275,213
889
$101M 0.01%
2,581,613
-607,904
890
$101M 0.01%
2,158,899
+183,761
891
$101M 0.01%
740,034
-258,069
892
$100M 0.01%
9,130,960
+2,322,570
893
$100M 0.01%
1,088,123
-818,555
894
$99.9M 0.01%
2,027,333
-298,255
895
$99.9M 0.01%
745,671
+66,775
896
$99.8M 0.01%
3,987,919
-437,480
897
$99.8M 0.01%
4,105,062
+4,747
898
$99.7M 0.01%
1,420,268
+176,451
899
$99.3M 0.01%
478,505
-140,810
900
$99.2M 0.01%
4,623,029
+380,606
34 35
36
37 38