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
6801
$1K ﹤0.01%
175
6802
$1K ﹤0.01%
+13
6803
$1K ﹤0.01%
32
6804
$1K ﹤0.01%
374
6805
$0 ﹤0.01%
2
6806
$0 ﹤0.01%
6
6807
– –
0
6808
– –
-30
6809
– –
-52,731
6810
– –
-888,409
6811
– –
-26,918
6812
– –
-1,633,978
6813
– –
-15,323
6814
$0 ﹤0.01%
5
6815
$0 ﹤0.01%
125
6816
– –
-1,010
6817
– –
-1,312,560
6818
– –
-82,717
6819
– –
-68
6820
– –
-340
6821
– –
-2,004,693
6822
– –
-12,699
6823
– –
-540
6824
– –
-50
6825
– –
-3,563
271 272
273
274 275