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
1051
$53.5M 0.01%
1,984,217
+484,677
1052
$53.4M 0.01%
1,738,058
+63,342
1053
$53.4M 0.01%
2,004,730
-63,785
1054
$53.4M 0.01%
1,140,958
+20,062
1055
$53.4M 0.01%
841,236
+179,339
1056
$53.3M 0.01%
2,955,452
+2,283,048
1057
$53.3M 0.01%
728,867
-6,936
1058
$53.2M 0.01%
1,215,946
+396,151
1059
$53.2M 0.01%
2,706,186
+766,906
1060
$53.2M 0.01%
9,060,939
+66,868
1061
$53.2M 0.01%
1,972,621
+88,629
1062
$53.1M 0.01%
2,452,497
-182,152
1063
$53.1M 0.01%
874,219
+78,102
1064
$52.9M 0.01%
4,265,560
-139,180
1065
$52.7M 0.01%
932,388
-23,817
1066
$52.6M 0.01%
2,993,920
+1,731,127
1067
$52.6M 0.01%
+1,368,618
1068
$52.5M 0.01%
4,813,439
+292,185
1069
$52.5M 0.01%
706,676
+183,118
1070
$52.3M 0.01%
490,353
+480,856
1071
$52.2M 0.01%
1,480,698
-9,983
1072
$52.1M 0.01%
449,825
-89,756
1073
$52.1M 0.01%
1,172,346
+637,520
1074
$52M 0.01%
624,938
-130,025
1075
$51.9M 0.01%
3,757,816
-560,699
41 42
43
44 45