Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
51
$3.02B 0.37%
20,261,310
+6,853,101
52
$2.98B 0.37%
16,708,536
+913,113
53
$2.92B 0.36%
43,918,820
+10,369,560
54
$2.89B 0.36%
31,488,183
+6,114,935
55
$2.86B 0.35%
11,596,172
-506,313
56
$2.84B 0.35%
47,418,650
+2,613,954
57
$2.8B 0.35%
16,122,623
+2,395,766
58
$2.8B 0.35%
4,183,291
-403,660
59
$2.78B 0.34%
47,053,846
+399,821
60
$2.77B 0.34%
10,831,471
-30,311
61
$2.7B 0.33%
20,880,345
+1,495,268
62
$2.67B 0.33%
14,165,481
+2,818,353
63
$2.62B 0.32%
19,370,988
+384,646
64
$2.62B 0.32%
15,724,952
-133,906
65
$2.62B 0.32%
28,063,280
+943,834
66
$2.61B 0.32%
50,314,683
+7,488,441
67
$2.61B 0.32%
12,511,635
+25,441
68
$2.55B 0.32%
40,266,563
+1,820,884
69
$2.52B 0.31%
9,558,865
-177,181
70
$2.5B 0.31%
24,281,050
+1,431,615
71
$2.5B 0.31%
24,635,465
-294,438
72
$2.49B 0.31%
29,762,297
+600,798
73
$2.45B 0.3%
52,170,035
-4,061,262
74
$2.44B 0.3%
28,377,977
+502,422
75
$2.42B 0.3%
9,042,047
+322,203
1 2
3
4 5