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
351
$393M 0.05%
2,379,231
-242,380
352
$392M 0.05%
3,578,689
-159,656
353
$391M 0.05%
4,577,653
+520,354
354
$390M 0.05%
8,141,070
-458,587
355
$386M 0.05%
2,194,993
-749,844
356
$386M 0.05%
7,248,659
+86,870
357
$381M 0.05%
10,128,732
+651,682
358
$379M 0.05%
3,532,448
+260,946
359
$379M 0.05%
7,912,740
+974,859
360
$378M 0.05%
10,837,580
+1,652,848
361
$377M 0.05%
+3,636,243
362
$376M 0.05%
15,062,082
+406,413
363
$376M 0.05%
7,265,482
+182,810
364
$376M 0.05%
5,294,654
+207,520
365
$375M 0.05%
4,066,809
-121,787
366
$374M 0.05%
8,576,443
+3,462,918
367
$372M 0.05%
1,067,363
+244,302
368
$372M 0.05%
1,617,945
-3,905
369
$370M 0.05%
2,429,143
-4,352,668
370
$367M 0.05%
3,796,811
+440,283
371
$366M 0.05%
3,178,643
+1,201,461
372
$365M 0.05%
5,450,295
+660,700
373
$364M 0.04%
6,472,708
+567,364
374
$363M 0.04%
7,945,647
+2,519,685
375
$362M 0.04%
3,318,329
+801,113
13 14
15
16 17