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
951
$91.8M 0.01%
1,206,821
+103,861
952
$91.8M 0.01%
3,504,645
-229,158
953
$91.6M 0.01%
278,991
+103,704
954
$91.5M 0.01%
4,018,218
-52,281
955
$91.5M 0.01%
1,404,037
+436,301
956
$91.4M 0.01%
665,724
+378,484
957
$91.4M 0.01%
3,404,324
-3,130,798
958
$91.4M 0.01%
15,463
+4,335
959
$91.1M 0.01%
444,757
-73,299
960
$91M 0.01%
3,449,289
+1,970,830
961
$90.9M 0.01%
3,376,177
+481,128
962
$90.8M 0.01%
765,468
+23,475
963
$90.5M 0.01%
152,011
-16,531
964
$90.3M 0.01%
537,539
+122,661
965
$90.1M 0.01%
1,963,731
+452,194
966
$90M 0.01%
+261,500
967
$89.9M 0.01%
1,254,008
+171,228
968
$89.6M 0.01%
4,186,954
-187,966
969
$89.5M 0.01%
2,490,687
+153,837
970
$89.4M 0.01%
1,474,832
+94,234
971
$89.3M 0.01%
829,458
-90,473
972
$89M 0.01%
4,577,771
-75,582
973
$88.9M 0.01%
1,154,995
+419,106
974
$88.2M 0.01%
1,811,890
+156,212
975
$88M 0.01%
1,232,776
+195,831
37 38
39
40 41