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
1076
$74.6M 0.01%
2,171,425
+35,485
1077
$74.5M 0.01%
538,988
-82,317
1078
$74.5M 0.01%
1,022,942
-186,118
1079
$74.4M 0.01%
1,733,479
-475,964
1080
$74.3M 0.01%
947,689
-223,721
1081
$74.1M 0.01%
1,958,187
+871,430
1082
$74.1M 0.01%
707,536
+173,936
1083
$73.9M 0.01%
2,748,671
-515,630
1084
$73.8M 0.01%
286,315
-48,352
1085
$73.8M 0.01%
730,239
+69,473
1086
$73.8M 0.01%
398,020
+9,794
1087
$73.5M 0.01%
2,835,664
-27,823
1088
$73.5M 0.01%
1,690,552
+633,044
1089
$73.3M 0.01%
1,451,749
+532,908
1090
$73.2M 0.01%
3,026,480
+645,428
1091
$73.1M 0.01%
1,018,931
+581,514
1092
$73.1M 0.01%
1,313,038
-5,898
1093
$72.9M 0.01%
1,973,810
+22,930
1094
$72.8M 0.01%
5,046,431
+160,852
1095
$72.8M 0.01%
167,759
+76,419
1096
$72.7M 0.01%
1,210,760
+463,454
1097
$72.5M 0.01%
3,191,287
+87,474
1098
$72.5M 0.01%
3,851,382
-56,092
1099
$72.4M 0.01%
1,350,455
+12,505
1100
$72.3M 0.01%
2,757,326
-204,622
42 43
44
45 46