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
1026
$80.1M 0.01%
1,208,006
-58,912
1027
$80.1M 0.01%
1,835,972
-314,072
1028
$80.1M 0.01%
3,327,658
-81,404
1029
$80M 0.01%
285,149
-85,504
1030
$79.8M 0.01%
1,600,964
+138,926
1031
$79.7M 0.01%
3,991,960
-4,806,989
1032
$78.8M 0.01%
287,763
+63,385
1033
$78.8M 0.01%
2,064,750
+164,310
1034
$78.6M 0.01%
1,072,558
-1,223,554
1035
$78.5M 0.01%
1,022,866
+114,337
1036
$78.4M 0.01%
1,945,450
+29,610
1037
$78.4M 0.01%
1,362,554
-67,644
1038
$78.4M 0.01%
1,091,214
-37,382
1039
$78.3M 0.01%
427,796
+202,968
1040
$78.2M 0.01%
2,827,767
-171,030
1041
$78.2M 0.01%
4,821,357
+844,150
1042
$77.9M 0.01%
1,816,880
+477,355
1043
$77.8M 0.01%
1,302,115
+115,930
1044
$77.7M 0.01%
4,403,022
+1,610,638
1045
$77.5M 0.01%
207,982
+13,789
1046
$77.4M 0.01%
3,257,060
+36,649
1047
$77.3M 0.01%
2,351,868
+21,493
1048
$77.2M 0.01%
740,055
+35,238
1049
$77.2M 0.01%
1,311,662
-38,325
1050
$77.1M 0.01%
1,703,823
-17,449
40 41
42
43 44