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
1426
$44.6M 0.01%
562,673
-39,471
1427
$44.5M 0.01%
1,476,993
-335,853
1428
$44.4M 0.01%
228,745
+73,978
1429
$44.4M 0.01%
1,444,298
+43,477
1430
$44.4M 0.01%
1,100,124
+107,099
1431
$44.1M 0.01%
201,661
+55,773
1432
$44.1M 0.01%
817,823
+758,692
1433
$44.1M 0.01%
505,882
-109,663
1434
$44.1M 0.01%
765,180
-443,041
1435
$44.1M 0.01%
657,908
-75,960
1436
$44M 0.01%
708,570
-166,731
1437
$44M 0.01%
533,806
+6,457
1438
$44M 0.01%
1,274,528
-9,143
1439
$43.9M 0.01%
9,475,850
-633,834
1440
$43.8M 0.01%
2,718,973
-645,044
1441
$43.7M 0.01%
3,082,411
+55,112
1442
$43.7M 0.01%
567,376
-109,290
1443
$43.6M 0.01%
933,149
+95,768
1444
$43.6M 0.01%
2,240,629
+1,844,915
1445
$43.5M 0.01%
530,782
-4,889
1446
$43.5M 0.01%
890,139
+124,651
1447
$43.5M 0.01%
1,085,685
+27,120
1448
$43.4M 0.01%
1,510,756
+810,436
1449
$43.4M 0.01%
1,131,910
+14,360
1450
$43.4M 0.01%
885,262
+134,306
56 57
58
59 60