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
951
$60.9M 0.01%
1,154,295
+147,380
952
$60.9M 0.01%
9,894,249
+2,507,426
953
$60.8M 0.01%
1,461,790
-155,305
954
$60.6M 0.01%
3,348,218
-3,387,728
955
$60.6M 0.01%
454,053
-156,562
956
$60.5M 0.01%
2,275,906
+307,673
957
$60.5M 0.01%
1,144,587
+590,768
958
$60.5M 0.01%
345,181
+190,186
959
$60.4M 0.01%
1,595,863
-177,311
960
$60.4M 0.01%
920,923
+383,014
961
$60.4M 0.01%
56,162
+6,391
962
$60.3M 0.01%
1,716,876
-287,929
963
$60.3M 0.01%
557,910
+153,804
964
$60.2M 0.01%
1,572,536
+352,055
965
$60.2M 0.01%
701,746
+146,390
966
$60.1M 0.01%
353,301
-140,165
967
$59.6M 0.01%
457,206
-85,743
968
$59.6M 0.01%
1,022,638
-1,410,110
969
$59.5M 0.01%
2,238,807
+322,927
970
$59.4M 0.01%
1,768,423
+504,734
971
$59.2M 0.01%
494,665
+112,286
972
$59.2M 0.01%
875,409
+13,402
973
$59.1M 0.01%
1,134,507
+21,443
974
$58.7M 0.01%
651,543
+357,322
975
$58.6M 0.01%
1,369,368
-859,744
37 38
39
40 41