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
1001
$84.2M 0.01%
2,255,506
+713,189
1002
$84.2M 0.01%
995,556
+228,088
1003
$84.2M 0.01%
4,125,659
+1,397,267
1004
$83.9M 0.01%
3,039,622
-1,438,044
1005
$83.8M 0.01%
1,944,327
-219,054
1006
$83.6M 0.01%
1,955,348
+519,581
1007
$83.4M 0.01%
957,616
+19,936
1008
$83.4M 0.01%
1,430,684
-496,522
1009
$82.9M 0.01%
1,410,416
+72,758
1010
$82.5M 0.01%
1,722,480
+20,936
1011
$82.4M 0.01%
1,017,834
-228,130
1012
$82M 0.01%
1,898,028
-30,949
1013
$81.8M 0.01%
8,093,372
+7,807,213
1014
$81.7M 0.01%
1,699,904
+568,326
1015
$81.7M 0.01%
203,574
-14,760
1016
$81.6M 0.01%
4,296,476
+1,103,866
1017
$81.5M 0.01%
3,689,805
+243,304
1018
$81.4M 0.01%
2,305,581
+370,991
1019
$81M 0.01%
2,735,570
+1,128,147
1020
$80.9M 0.01%
1,535,544
-30,000
1021
$80.8M 0.01%
19,681,571
-1,194,069
1022
$80.6M 0.01%
299,418
+176,695
1023
$80.6M 0.01%
1,931,372
+315,378
1024
$80.3M 0.01%
1,761,134
+24,315
1025
$80.3M 0.01%
522,791
+41,718
39 40
41
42 43