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
176
$977M 0.12%
23,704,243
+556,295
177
$974M 0.12%
4,208,119
+880,022
178
$966M 0.12%
2,496,454
+642,303
179
$965M 0.12%
39,194,505
-3,025,258
180
$961M 0.12%
17,380,515
+7,759,677
181
$942M 0.12%
3,993,218
+1,881,151
182
$930M 0.11%
2,640,519
-442,196
183
$923M 0.11%
16,608,951
+1,076,608
184
$918M 0.11%
8,511,693
+229,444
185
$895M 0.11%
2,610,320
+161,508
186
$888M 0.11%
12,410,060
+1,880,329
187
$879M 0.11%
5,916,103
-646,641
188
$877M 0.11%
12,197,270
+1,879,730
189
$877M 0.11%
1,913,898
+37,043
190
$877M 0.11%
3,910,995
-1,488,186
191
$876M 0.11%
7,810,243
+247,699
192
$873M 0.11%
2,980,717
-396,620
193
$864M 0.11%
1,531,151
+982,121
194
$860M 0.11%
17,199,211
-2,563,811
195
$853M 0.11%
3,024,707
+89,566
196
$853M 0.11%
24,499,306
-513,793
197
$842M 0.1%
3,973,078
+1,455,321
198
$837M 0.1%
12,503,205
-3,287,013
199
$825M 0.1%
11,643,659
+1,299,857
200
$824M 0.1%
14,849,600
-130,403
6 7
8
9 10