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
551
$208M 0.03%
1,918,321
+248,950
552
$208M 0.03%
905,642
+502,990
553
$207M 0.03%
4,867,783
+92,629
554
$207M 0.03%
4,606,319
+726,603
555
$207M 0.03%
9,480,211
+1,169,536
556
$206M 0.03%
18,335,442
+18,301,828
557
$206M 0.03%
1,292,848
+11,205
558
$206M 0.03%
6,512,281
+510,832
559
$206M 0.03%
1,909,649
+1,086,119
560
$206M 0.03%
922,563
+22,661
561
$205M 0.03%
3,531,523
+256,830
562
$205M 0.03%
6,260,501
+94,731
563
$204M 0.03%
2,995,812
+367,195
564
$203M 0.03%
2,101,326
-22,979
565
$202M 0.03%
1,344,170
-51,976
566
$201M 0.02%
1,897,721
+504,620
567
$201M 0.02%
25,985,605
+1,357,606
568
$201M 0.02%
4,834,167
+120,568
569
$200M 0.02%
9,366,127
+5,199,541
570
$199M 0.02%
2,592,238
-9,811
571
$199M 0.02%
2,930,546
+1,658,561
572
$199M 0.02%
1,503,866
-137,240
573
$198M 0.02%
3,347,809
-17,877
574
$198M 0.02%
1,761,782
+411,473
575
$196M 0.02%
2,656,337
+152,604
21 22
23
24 25