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
101
$1.52B 0.23%
14,792,542
+3,764,970
102
$1.46B 0.22%
13,603,582
+881,073
103
$1.45B 0.22%
17,386,740
+2,504,331
104
$1.44B 0.22%
31,253,095
+254,510
105
$1.41B 0.22%
28,232,898
-531,947
106
$1.39B 0.22%
10,879,752
+453,661
107
$1.39B 0.21%
10,684,748
+504,802
108
$1.38B 0.21%
46,947,557
+9,897,750
109
$1.38B 0.21%
9,787,711
+191,508
110
$1.35B 0.21%
20,554,319
+14,872,010
111
$1.35B 0.21%
11,560,485
+1,221,333
112
$1.33B 0.21%
8,062,017
-806,051
113
$1.33B 0.21%
12,205,231
-19,840
114
$1.32B 0.2%
5,528,537
-504,262
115
$1.32B 0.2%
22,596,150
+5,973,604
116
$1.31B 0.2%
8,208,821
+987,581
117
$1.3B 0.2%
20,017,438
+1,121,123
118
$1.29B 0.2%
29,396,370
+266,570
119
$1.27B 0.2%
8,962,168
+1,004,921
120
$1.25B 0.19%
44,555,708
+3,050,303
121
$1.24B 0.19%
10,307,180
+619,755
122
$1.24B 0.19%
8,172,712
+1,100,694
123
$1.23B 0.19%
3,471,172
+360,344
124
$1.23B 0.19%
6,170,453
+2,139,631
125
$1.23B 0.19%
36,324,391
+6,683,151
3 4
5
6 7