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
926
$65.2M 0.01%
164,379
+18,340
927
$64.3M 0.01%
1,589,424
+26,960
928
$64M 0.01%
1,176,455
-10,378
929
$63.9M 0.01%
468,284
+45,011
930
$63.9M 0.01%
1,690,002
+1,277,420
931
$63.9M 0.01%
1,246,090
-360,207
932
$63.8M 0.01%
1,700,382
+1,064,212
933
$63.8M 0.01%
1,521,987
-869,028
934
$63.7M 0.01%
804,354
+282,523
935
$63.6M 0.01%
1,521,786
+811,877
936
$63.6M 0.01%
2,156,520
+780,108
937
$63.5M 0.01%
199,137
+79,677
938
$63.5M 0.01%
1,891,854
+1,106,939
939
$63.3M 0.01%
363,234
-181,077
940
$63.3M 0.01%
3,168,386
+2,995,724
941
$63.1M 0.01%
1,844,332
+162,653
942
$62.5M 0.01%
313,069
+66,710
943
$62.5M 0.01%
946,983
+46,632
944
$62.4M 0.01%
4,275,112
-779,568
945
$62M 0.01%
1,410,016
-199,315
946
$61.8M 0.01%
485,529
+152,948
947
$61.7M 0.01%
2,052,962
+1,380,244
948
$61.6M 0.01%
1,811,100
+253,093
949
$61.5M 0.01%
2,469,066
+85,668
950
$61.4M 0.01%
358,832
+41,728
36 37
38
39 40