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
1451
$43.4M 0.01%
80,887
-405
1452
$43.3M 0.01%
1,377,374
+490,050
1453
$43.3M 0.01%
4,171,552
-29,083
1454
$43.2M 0.01%
5,712,803
+61,748
1455
$43.2M 0.01%
370,511
-29,009
1456
$43.1M 0.01%
250,517
-26,505
1457
$43M 0.01%
814,802
+149,305
1458
$43M 0.01%
2,749,932
+158,698
1459
$43M 0.01%
1,019,364
+301,632
1460
$43M 0.01%
790,161
-149,144
1461
$42.9M 0.01%
1,068,231
+339,463
1462
$42.9M 0.01%
2,026,368
+189,353
1463
$42.9M 0.01%
317,483
-8,323
1464
$42.8M 0.01%
1,249,712
-125,759
1465
$42.7M 0.01%
1,736,766
+120,359
1466
$42.6M 0.01%
175,914
+50,885
1467
$42.5M 0.01%
2,942,035
+197,131
1468
$42.5M 0.01%
10,888,362
+7,053,083
1469
$42.5M 0.01%
270,455
-1,505,750
1470
$42.4M 0.01%
1,264,902
-149,827
1471
$42.3M 0.01%
810,122
+20,394
1472
$42.2M 0.01%
469,002
+100,655
1473
$42M 0.01%
1,169,320
+428,520
1474
$42M 0.01%
833,657
+15,728
1475
$41.9M 0.01%
530,047
-2,734,974
57 58
59
60 61