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
1351
$49M 0.01%
722,165
-469,887
1352
$48.8M 0.01%
723,947
-163,742
1353
$48.7M 0.01%
2,828,365
+76,752
1354
$48.7M 0.01%
2,283,079
+441,888
1355
$48.5M 0.01%
743,988
-602,021
1356
$48.5M 0.01%
1,368,944
+20,190
1357
$48.5M 0.01%
1,186,182
-251,527
1358
$48.3M 0.01%
1,996,119
+93,591
1359
$48.3M 0.01%
415,999
+117,397
1360
$48.2M 0.01%
+528,986
1361
$48.2M 0.01%
4,381,429
+95,591
1362
$48.1M 0.01%
907,722
+256,356
1363
$48M 0.01%
4,103,989
+914,639
1364
$48M 0.01%
2,393,794
+650,917
1365
$47.9M 0.01%
530,563
+32,496
1366
$47.9M 0.01%
1,063,597
+96,397
1367
$47.9M 0.01%
1,196,046
+218,422
1368
$47.7M 0.01%
2,602,002
+177,872
1369
$47.6M 0.01%
162,669
+3,183
1370
$47.6M 0.01%
2,035,351
+55,746
1371
$47.6M 0.01%
295,489
+33,453
1372
$47.6M 0.01%
463,632
+117,734
1373
$47.5M 0.01%
806,274
-127,171
1374
$47.5M 0.01%
2,173,179
+74,878
1375
$47.4M 0.01%
1,848,252
-247,241
53 54
55
56 57