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
1301
$52.6M 0.01%
1,277,151
+263,166
1302
$52.5M 0.01%
3,141,854
+435,710
1303
$52.5M 0.01%
1,937,745
+230,789
1304
$52.4M 0.01%
889,586
+128,907
1305
$52M 0.01%
1,496,656
-78,477
1306
$51.8M 0.01%
974,573
+34,755
1307
$51.8M 0.01%
6,643,183
+901,241
1308
$51.7M 0.01%
1,048,358
+656,098
1309
$51.7M 0.01%
1,335,217
+74,842
1310
$51.6M 0.01%
2,451,539
+2,121,429
1311
$51.5M 0.01%
1,231,094
+1,086,524
1312
$51.5M 0.01%
1,054,194
+566,054
1313
$51.5M 0.01%
3,397,382
+2,015,712
1314
$51.5M 0.01%
1,588,000
+22,110
1315
$51.4M 0.01%
211,385
+31,275
1316
$51.3M 0.01%
947,972
-944,913
1317
$51.3M 0.01%
2,878,620
-25,287
1318
$51.2M 0.01%
1,689,400
+609,638
1319
$51.2M 0.01%
176,899
-4,725
1320
$51M 0.01%
2,051,289
-409,581
1321
$50.9M 0.01%
329,361
+148,244
1322
$50.8M 0.01%
2,410,542
-77,499
1323
$50.8M 0.01%
2,755,527
-337,589
1324
$50.7M 0.01%
793,971
+177,757
1325
$50.5M 0.01%
936,674
+43,820
51 52
53
54 55