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
1251
$40.1M 0.01%
1,096,622
-27,861
1252
$40.1M 0.01%
3,781,235
+332,657
1253
$40.1M 0.01%
285,581
+9,530
1254
$40M 0.01%
2,588,215
+4,655
1255
$40M 0.01%
1,048,544
+37,982
1256
$40M 0.01%
377,819
+201,338
1257
$39.9M 0.01%
756,415
+37,438
1258
$39.9M 0.01%
228,018
-104,793
1259
$39.9M 0.01%
1,667,079
+240,226
1260
$39.8M 0.01%
644,913
+340,893
1261
$39.8M 0.01%
1,568,540
+137,120
1262
$39.7M 0.01%
618,986
+247,393
1263
$39.7M 0.01%
1,953,385
+645,804
1264
$39.4M 0.01%
778,313
-20,748
1265
$39.4M 0.01%
159,763
+7,234
1266
$39.4M 0.01%
568,100
+260,475
1267
$39.4M 0.01%
1,103,737
+272,524
1268
$39.3M 0.01%
510,912
+40,275
1269
$39.3M 0.01%
568,127
+107,824
1270
$39.3M 0.01%
250,332
+38,499
1271
$39.2M 0.01%
2,287,835
+919,415
1272
$39.2M 0.01%
329,285
+68,258
1273
$39.2M 0.01%
1,496,694
+472,047
1274
$39.2M 0.01%
1,692,175
+1,095,025
1275
$39.2M 0.01%
569,149
+514,689
49 50
51
52 53