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
1126
$48.2M 0.01%
896,478
-24,863
1127
$48.1M 0.01%
1,105,640
-479,989
1128
$48.1M 0.01%
4,334,367
-65,131
1129
$48.1M 0.01%
306,842
+28,923
1130
$48M 0.01%
662,951
+90,133
1131
$47.8M 0.01%
1,529,561
+224,573
1132
$47.7M 0.01%
569,166
-201,658
1133
$47.7M 0.01%
10,440,480
-3,155,295
1134
$47.6M 0.01%
990,083
-169,148
1135
$47.6M 0.01%
233,993
+34,468
1136
$47.4M 0.01%
1,458,106
+316,241
1137
$47.2M 0.01%
251,000
+7,397
1138
$47.2M 0.01%
933,108
+716,820
1139
$47.2M 0.01%
3,285,327
+1,049,879
1140
$46.9M 0.01%
1,552,740
-172,850
1141
$46.9M 0.01%
1,069,083
+266,681
1142
$46.8M 0.01%
2,586,113
+1,738,421
1143
$46.7M 0.01%
1,024,552
-137,304
1144
$46.7M 0.01%
748,133
-25,687
1145
$46.6M 0.01%
4,342,255
-92,043
1146
$46.6M 0.01%
186,410
+104,440
1147
$46.5M 0.01%
2,947,677
+1,345,596
1148
$46.5M 0.01%
424,204
+322,011
1149
$46.4M 0.01%
747,858
-340,763
1150
$46.4M 0.01%
3,673,052
-921,386
44 45
46
47 48