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
1276
$54.6M 0.01%
660,916
+197,976
1277
$54.6M 0.01%
1,387,036
+185,665
1278
$54.5M 0.01%
508,221
-74,860
1279
$54.5M 0.01%
1,418,563
-202,329
1280
$54.4M 0.01%
1,173,157
-62,999
1281
$54.3M 0.01%
3,094,856
+11,193
1282
$54.3M 0.01%
1,284,740
-139,494
1283
$54.2M 0.01%
2,050,844
-75,089
1284
$54.2M 0.01%
336,528
+134,863
1285
$54.1M 0.01%
185,677
+44,411
1286
$54.1M 0.01%
1,499,820
+10,349
1287
$54M 0.01%
3,793,747
+69,003
1288
$53.9M 0.01%
259,712
-187,382
1289
$53.7M 0.01%
679,013
+62,872
1290
$53.6M 0.01%
128,811
+17,526
1291
$53.6M 0.01%
1,881,207
+101,288
1292
$53.6M 0.01%
3,019,038
+1,376,521
1293
$53.5M 0.01%
591,315
+27,380
1294
$53.3M 0.01%
1,371,905
+15,067
1295
$53.2M 0.01%
1,521,809
+107,849
1296
$53.2M 0.01%
455,970
-26,631
1297
$53.2M 0.01%
1,278,392
+876,412
1298
$53M 0.01%
1,897,758
-110,139
1299
$53M 0.01%
236,686
+59,976
1300
$52.8M 0.01%
996,482
+993,300
50 51
52
53 54