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
26
$3.89B 0.6%
54,362,762
+6,090,550
27
$3.86B 0.6%
28,219,786
+730,075
28
$3.79B 0.59%
24,111,028
+1,638,263
29
$3.69B 0.57%
68,115,796
+8,103,784
30
$3.6B 0.56%
7,726,428
+328,820
31
$3.6B 0.56%
9,579,023
+1,309,395
32
$3.36B 0.52%
6,714,823
+509,861
33
$3.13B 0.48%
9,260,130
-2,401,684
34
$3.09B 0.48%
13,886,700
+1,680,084
35
$3.03B 0.47%
15,394,117
+788,953
36
$2.93B 0.45%
11,028,573
+1,058,223
37
$2.92B 0.45%
26,687,412
+1,316,343
38
$2.84B 0.44%
12,238,240
+793,802
39
$2.82B 0.44%
10,788,691
-625,633
40
$2.8B 0.43%
7,989,764
+986,472
41
$2.76B 0.43%
19,496,387
+4,643,842
42
$2.73B 0.42%
10,787,035
+242,961
43
$2.67B 0.41%
7,084,438
+2,034,871
44
$2.67B 0.41%
43,004,719
-918,741
45
$2.67B 0.41%
48,640,574
+3,397,649
46
$2.66B 0.41%
14,912,925
+699,438
47
$2.63B 0.41%
22,117,446
+3,518,755
48
$2.55B 0.39%
13,010,096
-1,023,178
49
$2.55B 0.39%
39,925,206
+13,737,367
50
$2.51B 0.39%
10,658,403
+2,905,659
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