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
976
$58.6M 0.01%
2,344,776
+1,210,658
977
$58.5M 0.01%
102,579
+58,536
978
$58.5M 0.01%
834,453
-242,666
979
$58.5M 0.01%
1,386,682
-203,154
980
$58.5M 0.01%
629,075
+583,750
981
$58.4M 0.01%
1,125,673
+138,310
982
$58.3M 0.01%
482,246
-2,435
983
$58.3M 0.01%
1,718,450
+1,060,410
984
$58.2M 0.01%
2,023,695
+66,565
985
$58.1M 0.01%
1,077,675
+3,315
986
$58M 0.01%
564,066
+227,693
987
$58M 0.01%
618,953
+327,878
988
$57.9M 0.01%
660,299
+139,166
989
$57.8M 0.01%
1,011,777
+43,023
990
$57.8M 0.01%
1,051,544
-299,123
991
$57.7M 0.01%
9,700,628
+9,687,927
992
$57.7M 0.01%
2,507,720
+1,003,221
993
$57.6M 0.01%
1,038,438
-309,585
994
$57.6M 0.01%
141,158
-24,220
995
$57.6M 0.01%
505,760
+34,811
996
$57.5M 0.01%
3,429,668
+2,102,420
997
$57.5M 0.01%
573,450
+508,947
998
$57.4M 0.01%
92,751
+11,382
999
$57.3M 0.01%
3,727,802
-33,467
1000
$57.3M 0.01%
1,358,142
+42,783
38 39
40
41 42