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
$647B
AUM Growth
+$130B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,355
New
Increased
Reduced
Closed

Top Buys

1
+$4.49B
2
+$2.56B
3
+$2.34B
4
MSFT icon
Microsoft
MSFT
+$1.97B
5
V icon
Visa
V
+$1.5B

Top Sells

1
+$2.53B
2
+$1.49B
3
+$1.03B
4
OKTA icon
Okta
OKTA
+$905M
5
TWLO icon
Twilio
TWLO
+$813M

Sector Composition

1 Technology 19%
2 Healthcare 9.85%
3 Consumer Discretionary 9.52%
4 Communication Services 9.45%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$89.9M 0.01%
4,757,419
+995,267
777
$89.8M 0.01%
351,270
+67,517
778
$89.7M 0.01%
1,799,470
+23,136
779
$89.6M 0.01%
1,199,606
+765,284
780
$89.5M 0.01%
5,456,009
+1,077,597
781
$89.5M 0.01%
4,362,506
+109,907
782
$89.2M 0.01%
1,074,259
-18,295
783
$89.1M 0.01%
1,811,110
+98,710
784
$88.9M 0.01%
508,329
+28,564
785
$88.4M 0.01%
972,594
+690,286
786
$88.3M 0.01%
2,626,693
-1,938,863
787
$88.2M 0.01%
994,720
+718,451
788
$88M 0.01%
2,290,247
-134,361
789
$87M 0.01%
1,386,526
+422,184
790
$86.9M 0.01%
1,208,761
-671,769
791
$86.7M 0.01%
2,050,611
+1,074,081
792
$85.8M 0.01%
1,789,692
-35,453
793
$85.6M 0.01%
191,613
+21,493
794
$85.5M 0.01%
840,092
+80,019
795
$85.5M 0.01%
1,774,393
+315,783
796
$85.2M 0.01%
2,547,355
+743,797
797
$84.4M 0.01%
7,665,570
+98,857
798
$84.4M 0.01%
772,740
+303,321
799
$84.1M 0.01%
2,346,650
+193,768
800
$84.1M 0.01%
1,699,166
+4,180
30 31
32
33 34