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
1151
$46.4M 0.01%
2,797,405
-38,658
1152
$46.3M 0.01%
350,681
+67,209
1153
$46.3M 0.01%
1,916,230
+1,603,466
1154
$46.3M 0.01%
992,509
-351,588
1155
$46.2M 0.01%
1,014,285
+25,096
1156
$46.1M 0.01%
3,676,571
+3,043,075
1157
$46.1M 0.01%
142,105
+33,935
1158
$46M 0.01%
480,957
+388,910
1159
$46M 0.01%
943,554
+924,132
1160
$45.9M 0.01%
3,739,269
-15,292
1161
$45.8M 0.01%
2,063,037
-167,975
1162
$45.8M 0.01%
+815,446
1163
$45.8M 0.01%
277,323
+66,429
1164
$45.5M 0.01%
2,067,501
+1,910,646
1165
$45.4M 0.01%
734,268
-1,176,648
1166
$45.1M 0.01%
2,084,194
+392,768
1167
$45M 0.01%
2,117,977
-168,632
1168
$44.9M 0.01%
2,064,330
+1,475,123
1169
$44.8M 0.01%
1,730,853
+185,622
1170
$44.7M 0.01%
194,660
+75,445
1171
$44.5M 0.01%
1,065,950
+407,339
1172
$44.5M 0.01%
4,759,199
+708,021
1173
$44.4M 0.01%
853,433
+63,418
1174
$44.1M 0.01%
856,011
+205,450
1175
$44.1M 0.01%
7,143,053
-688,081
45 46
47
48 49