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
651
$161M 0.02%
2,819,796
+95,346
652
$160M 0.02%
2,640,131
+581,760
653
$159M 0.02%
1,467,544
-416,487
654
$158M 0.02%
1,905,427
+64,973
655
$158M 0.02%
3,310,620
-1,772,855
656
$158M 0.02%
13,640,425
+1,952,036
657
$157M 0.02%
5,231,734
-134,115
658
$157M 0.02%
907,358
+36,476
659
$157M 0.02%
4,254,597
+2,780,357
660
$156M 0.02%
850,961
-157,467
661
$155M 0.02%
615,266
-234,565
662
$155M 0.02%
1,138,329
+292,188
663
$155M 0.02%
2,076,479
-79,860
664
$155M 0.02%
2,276,236
+293,739
665
$155M 0.02%
5,335,416
-244,940
666
$155M 0.02%
2,577,926
-963,495
667
$154M 0.02%
5,139,673
+697,752
668
$154M 0.02%
3,410,040
-762,128
669
$154M 0.02%
2,733,139
-3,025,223
670
$153M 0.02%
1,134,389
+242,133
671
$153M 0.02%
1,280,680
+124,131
672
$153M 0.02%
2,296,080
-15,513
673
$153M 0.02%
2,116,023
+1,084,515
674
$153M 0.02%
10,011,573
+783,005
675
$153M 0.02%
3,222,165
-77,463
25 26
27
28 29