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
301
$478M 0.06%
1,275,578
+73,993
302
$477M 0.06%
4,309,625
+17,403
303
$476M 0.06%
4,438,246
-154,822
304
$469M 0.06%
2,129,621
+44,725
305
$467M 0.06%
7,940,739
+161,946
306
$465M 0.06%
6,463,362
+4,669,199
307
$459M 0.06%
3,417,724
-1,564,356
308
$458M 0.06%
8,338,385
+396,783
309
$458M 0.06%
7,196,971
+913,399
310
$457M 0.06%
16,264,873
+4,416,250
311
$456M 0.06%
1,372,372
+51,278
312
$456M 0.06%
55,353,451
+10,633,582
313
$452M 0.06%
22,471,473
+501,148
314
$451M 0.06%
1,743,831
-133,811
315
$450M 0.06%
4,835,767
-360,649
316
$450M 0.06%
1,824,370
+267,499
317
$449M 0.06%
1,212,721
-54,555
318
$447M 0.06%
3,127,176
-107,365
319
$441M 0.05%
3,036,770
+667,282
320
$439M 0.05%
1,682,838
+69,453
321
$438M 0.05%
6,624,526
+544,296
322
$437M 0.05%
14,407,474
+2,861,752
323
$434M 0.05%
3,919,412
+3,357,645
324
$430M 0.05%
9,264,111
+866,815
325
$430M 0.05%
3,094,753
-525,176
11 12
13
14 15