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
1026
$55.4M 0.01%
471,963
+8,375
1027
$55.4M 0.01%
1,048,100
+479,087
1028
$55.4M 0.01%
523,968
+499,175
1029
$55.2M 0.01%
942,558
-83,966
1030
$55M 0.01%
290,418
+133,016
1031
$55M 0.01%
3,012,709
+29,534
1032
$54.9M 0.01%
1,001,596
+668,383
1033
$54.9M 0.01%
2,502,524
+1,053,590
1034
$54.9M 0.01%
1,213,788
+345,487
1035
$54.8M 0.01%
816,719
+4,587
1036
$54.7M 0.01%
962,870
+43,799
1037
$54.3M 0.01%
1,853,913
-301,032
1038
$54.3M 0.01%
438,879
+56,828
1039
$54.2M 0.01%
377,888
+51,199
1040
$54.2M 0.01%
1,330,081
-1,488,020
1041
$54.2M 0.01%
1,079,745
+449,727
1042
$54.2M 0.01%
880,068
+19,581
1043
$54.2M 0.01%
1,091,725
-330,808
1044
$54.1M 0.01%
937,876
-1,360,659
1045
$54M 0.01%
1,414,742
+23,173
1046
$53.9M 0.01%
1,927,658
-1,126,804
1047
$53.9M 0.01%
1,624,786
-41,468
1048
$53.8M 0.01%
618,180
+138,610
1049
$53.6M 0.01%
1,880,190
+175,560
1050
$53.6M 0.01%
4,726,619
-461,436
40 41
42
43 44