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
1176
$44M 0.01%
350,821
-28,380
1177
$44M 0.01%
2,223,868
+1,430,509
1178
$44M 0.01%
1,567,105
+676,888
1179
$43.9M 0.01%
813,042
-356,648
1180
$43.9M 0.01%
4,156,203
+1,803,082
1181
$43.9M 0.01%
6,111,874
-270,746
1182
$43.9M 0.01%
517,401
+69,977
1183
$43.8M 0.01%
4,264,324
-456,898
1184
$43.8M 0.01%
509,102
+7,563
1185
$43.6M 0.01%
380,158
-5,674
1186
$43.6M 0.01%
1,862,942
-99,530
1187
$43.5M 0.01%
465,343
+70,231
1188
$43.3M 0.01%
539,445
-510,222
1189
$43.2M 0.01%
199,754
-648
1190
$43.2M 0.01%
726,570
+235,248
1191
$43.1M 0.01%
266,008
+4,324
1192
$43.1M 0.01%
1,509,666
+152,710
1193
$43M 0.01%
2,812,200
+2,514,588
1194
$42.9M 0.01%
1,108,403
+158,685
1195
$42.7M 0.01%
998,505
-221,188
1196
$42.7M 0.01%
2,012,266
+1,662,202
1197
$42.6M 0.01%
1,614,655
+274,824
1198
$42.6M 0.01%
3,622,481
+509,993
1199
$42.6M 0.01%
1,572,238
+246,978
1200
$42.6M 0.01%
3,785,748
+593,000
46 47
48
49 50