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
1226
$58.5M 0.01%
643,521
+2,026
1227
$58.4M 0.01%
946,211
+99,670
1228
$58.4M 0.01%
706,845
-157
1229
$58.4M 0.01%
1,253,767
+11,075
1230
$58.2M 0.01%
643,239
+4,192
1231
$58.2M 0.01%
4,107,700
+1,221,438
1232
$58.1M 0.01%
559,787
+446,997
1233
$58M 0.01%
1,434,404
+1,300,591
1234
$58M 0.01%
872,970
+63,505
1235
$58M 0.01%
1,378,255
+689,524
1236
$58M 0.01%
2,010,953
+45,413
1237
$58M 0.01%
2,249,724
+41,263
1238
$57.7M 0.01%
545,434
-33,120
1239
$57.7M 0.01%
649,323
-75,134
1240
$57.7M 0.01%
1,601,640
-54,710
1241
$57.6M 0.01%
784,523
-15,525
1242
$57.6M 0.01%
131,746
+17,875
1243
$57.4M 0.01%
2,633,590
+1,006,571
1244
$57.3M 0.01%
932,447
-161,247
1245
$57.2M 0.01%
2,527,850
-421,099
1246
$57M 0.01%
798,722
-21,584
1247
$57M 0.01%
3,191,618
+156,288
1248
$57M 0.01%
275,465
+73,355
1249
$57M 0.01%
1,821,716
+68,991
1250
$56.9M 0.01%
3,376,132
+124,934
48 49
50
51 52