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
576
$195M 0.02%
15,529,070
-2,531,233
577
$195M 0.02%
12,938,593
+541,878
578
$194M 0.02%
5,153,508
-639,339
579
$194M 0.02%
2,932,793
+35,519
580
$193M 0.02%
3,102,647
-147,712
581
$192M 0.02%
1,369,391
-54,103
582
$192M 0.02%
1,055,363
+104,185
583
$192M 0.02%
3,207,095
+43,708
584
$192M 0.02%
56,194,888
+45,702,186
585
$192M 0.02%
8,665,488
-3,571,922
586
$191M 0.02%
7,746,622
-416,473
587
$191M 0.02%
1,234,700
-1,984,736
588
$190M 0.02%
3,448,660
+38,838
589
$190M 0.02%
738,847
+162,412
590
$189M 0.02%
1,812,199
+48,668
591
$189M 0.02%
833,416
-43,611
592
$189M 0.02%
2,933,594
-640,137
593
$188M 0.02%
457,102
+31,986
594
$188M 0.02%
822,622
+41,218
595
$188M 0.02%
2,493,714
+383,886
596
$188M 0.02%
969,180
+120,947
597
$187M 0.02%
780,480
+26,765
598
$187M 0.02%
1,524,911
+16,826
599
$185M 0.02%
3,182,233
-1,242,918
600
$185M 0.02%
8,077,731
+3,681,222
22 23
24
25 26