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
1326
$50.4M 0.01%
738,693
+11,407
1327
$50.4M 0.01%
1,537,858
-70,961
1328
$50.4M 0.01%
518,988
+64,655
1329
$50.3M 0.01%
1,830,076
-113,855
1330
$50.3M 0.01%
1,920,837
+43,708
1331
$50.3M 0.01%
359,868
-13,589
1332
$50.1M 0.01%
709,486
-100,210
1333
$50M 0.01%
211,369
+36,353
1334
$49.8M 0.01%
554,957
+94,061
1335
$49.8M 0.01%
1,070,090
+527,744
1336
$49.8M 0.01%
1,808,171
-75,650
1337
$49.6M 0.01%
849,296
+18,361
1338
$49.6M 0.01%
1,821,336
+132,371
1339
$49.6M 0.01%
363,591
+1,493
1340
$49.5M 0.01%
+1,761,907
1341
$49.5M 0.01%
188,304
-10,949
1342
$49.5M 0.01%
1,181,560
+113,724
1343
$49.4M 0.01%
1,894,446
-145,658
1344
$49.4M 0.01%
2,591,161
+25,136
1345
$49.3M 0.01%
295,387
-18,381
1346
$49.3M 0.01%
2,160,553
+1,120,633
1347
$49.2M 0.01%
380,660
-81,224
1348
$49.2M 0.01%
91,459
-11,347
1349
$49.2M 0.01%
491,248
+102,403
1350
$49.1M 0.01%
672,341
+4,699
52 53
54
55 56