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
1301
$38.2M 0.01%
718,783
+270,514
1302
$38.1M 0.01%
4,134,834
+2,368,522
1303
$38M 0.01%
9,553,722
+191,677
1304
$38M 0.01%
466,754
+65,778
1305
$37.9M 0.01%
732,184
+415,670
1306
$37.9M 0.01%
1,432,359
+63,757
1307
$37.8M 0.01%
36,547
+14,724
1308
$37.7M 0.01%
553,364
+66,452
1309
$37.6M 0.01%
2,032,245
+312,741
1310
$37.6M 0.01%
515,553
+455,970
1311
$37.5M 0.01%
236,579
+93,907
1312
$37.4M 0.01%
2,969,775
+1,417,396
1313
$37.3M 0.01%
1,114,683
+55,582
1314
$37.2M 0.01%
2,360,277
+516,846
1315
$37.1M 0.01%
799,069
+13,036
1316
$37.1M 0.01%
1,074,544
+488,003
1317
$37M 0.01%
11,288
+1,344
1318
$37M 0.01%
1,647,634
+14,510
1319
$36.9M 0.01%
1,199,844
-34,487
1320
$36.9M 0.01%
1,118,717
-673,621
1321
$36.9M 0.01%
1,437,788
+16,305
1322
$36.9M 0.01%
483,304
+198,703
1323
$36.8M 0.01%
1,520,066
-619,774
1324
$36.8M 0.01%
1,634,157
+622,623
1325
$36.7M 0.01%
1,075,135
+401,718
51 52
53
54 55