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
1226
$41.2M 0.01%
536,479
+22,596
1227
$41.1M 0.01%
1,272,261
+829,323
1228
$41.1M 0.01%
1,106,269
+763,209
1229
$41.1M 0.01%
1,283,436
+448,677
1230
$41M 0.01%
2,629,368
-353,548
1231
$41M 0.01%
1,313,880
-221,942
1232
$41M 0.01%
3,059,168
-612,509
1233
$40.8M 0.01%
1,259,079
+227,175
1234
$40.7M 0.01%
781,527
+1,440
1235
$40.7M 0.01%
267,723
+170,603
1236
$40.6M 0.01%
950,160
+54,916
1237
$40.6M 0.01%
913,277
+486,690
1238
$40.5M 0.01%
855,022
+181,939
1239
$40.5M 0.01%
220,015
+71,317
1240
$40.5M 0.01%
576,654
+121,031
1241
$40.4M 0.01%
536,417
+180,863
1242
$40.3M 0.01%
220,304
-122,624
1243
$40.3M 0.01%
2,850,549
-186,220
1244
$40.2M 0.01%
10,291,929
-2,758,700
1245
$40.2M 0.01%
1,080,438
-26,120
1246
$40.2M 0.01%
2,649,212
+37,731
1247
$40.2M 0.01%
1,453,567
+497,525
1248
$40.1M 0.01%
629,471
-15,513
1249
$40.1M 0.01%
102,407
+50,985
1250
$40.1M 0.01%
327,613
+125,513
48 49
50
51 52