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
1101
$50.2M 0.01%
451,557
+105,486
1102
$50.1M 0.01%
2,175,247
+866,922
1103
$50M 0.01%
3,169,182
+47,010
1104
$50M 0.01%
797,854
+582,682
1105
$49.9M 0.01%
1,564,109
-5,611
1106
$49.7M 0.01%
3,366,666
-91,129
1107
$49.6M 0.01%
884,542
+203,700
1108
$49.6M 0.01%
625,522
+157,239
1109
$49.5M 0.01%
132,860
+83,933
1110
$49.5M 0.01%
618,912
+380,486
1111
$49.4M 0.01%
548,881
-129,041
1112
$49.4M 0.01%
684,544
+3,871
1113
$49.3M 0.01%
1,936,814
-128,309
1114
$49.1M 0.01%
1,306,974
+512,262
1115
$49.1M 0.01%
709,723
+86,974
1116
$49M 0.01%
1,349,695
+521,037
1117
$49M 0.01%
1,254,137
-85,863
1118
$48.9M 0.01%
278,129
+26,284
1119
$48.9M 0.01%
831,845
+210,656
1120
$48.8M 0.01%
372,488
+93,361
1121
$48.7M 0.01%
374,582
-25,449
1122
$48.7M 0.01%
2,536,474
+204,266
1123
$48.7M 0.01%
2,174,860
+89,563
1124
$48.6M 0.01%
1,490,950
-55,500
1125
$48.3M 0.01%
220,054
+189,578
43 44
45
46 47