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
1001
$57.2M 0.01%
994,523
+96,776
1002
$57.1M 0.01%
1,392,114
+1,123,962
1003
$57M 0.01%
2,486,275
+1,043,515
1004
$56.9M 0.01%
314,980
-3,456
1005
$56.9M 0.01%
891,628
-85,953
1006
$56.8M 0.01%
229,404
+113,150
1007
$56.7M 0.01%
1,287,898
+449,568
1008
$56.5M 0.01%
824,819
+306,304
1009
$56.4M 0.01%
2,047,712
-68,534
1010
$56.2M 0.01%
887,266
+656,704
1011
$56.2M 0.01%
2,713,676
+550,147
1012
$56.2M 0.01%
1,161,460
+237,630
1013
$56M 0.01%
765,899
-103,572
1014
$56M 0.01%
2,331,819
-174,226
1015
$56M 0.01%
1,063,204
+44,134
1016
$56M 0.01%
10,383,637
+1,020,567
1017
$55.9M 0.01%
1,369,702
-305,089
1018
$55.8M 0.01%
1,865,000
-774,230
1019
$55.7M 0.01%
135,367
+24,199
1020
$55.6M 0.01%
2,781,269
+2,034,430
1021
$55.5M 0.01%
527,980
+113,415
1022
$55.5M 0.01%
2,194,913
-96,891
1023
$55.5M 0.01%
1,476,003
+43,183
1024
$55.4M 0.01%
712,924
-73,226
1025
$55.4M 0.01%
651,051
+355,415
39 40
41
42 43