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
226
$699M 0.09%
1,785,985
-103,128
227
$684M 0.08%
3,191,736
+161,540
228
$681M 0.08%
8,965,368
-114,377
229
$679M 0.08%
13,213,102
+5,125,520
230
$679M 0.08%
3,385,262
+649,362
231
$677M 0.08%
4,239,456
+572,970
232
$673M 0.08%
2,141,208
+448,303
233
$670M 0.08%
5,188,709
+2,586
234
$669M 0.08%
5,782,295
+276,545
235
$667M 0.08%
7,173,842
-1,132,487
236
$660M 0.08%
7,114,242
+560,876
237
$657M 0.08%
4,153,853
-1,686,426
238
$652M 0.08%
7,711,701
+274,801
239
$647M 0.08%
2,125,073
+133,168
240
$646M 0.08%
12,464,604
+1,547,877
241
$643M 0.08%
4,839,763
+2,175,894
242
$640M 0.08%
2,341,046
-734,850
243
$629M 0.08%
11,670,848
-1,991,818
244
$626M 0.08%
922,386
-49,607
245
$624M 0.08%
8,642,103
-474,337
246
$623M 0.08%
5,796,430
+34,567
247
$617M 0.08%
7,192,375
+5,357,401
248
$613M 0.08%
3,350,693
+2,232,355
249
$607M 0.08%
4,040,424
+91,068
250
$607M 0.08%
2,587,593
+312,227
8 9
10
11 12