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
1351
$35.3M 0.01%
490,358
+174,679
1352
$35.3M 0.01%
852,784
+341,874
1353
$35.3M 0.01%
1,225,855
+1,076,528
1354
$35.3M 0.01%
1,309,599
-14,508
1355
$35.1M 0.01%
128,246
-9,557
1356
$35.1M 0.01%
256,944
+19,475
1357
$35.1M 0.01%
1,118,425
+648,878
1358
$35.1M 0.01%
945,528
-178,188
1359
$35M 0.01%
1,716,740
+11,753
1360
$35M 0.01%
2,427,033
-1,661,035
1361
$35M 0.01%
2,585,190
+655,792
1362
$34.8M 0.01%
295,429
-11,687
1363
$34.8M 0.01%
251,328
+129,855
1364
$34.7M 0.01%
454,418
-49,644
1365
$34.7M 0.01%
1,702,615
+233,673
1366
$34.7M 0.01%
511,140
+238,569
1367
$34.6M 0.01%
65,047
+34,775
1368
$34.6M 0.01%
458,317
+10,913
1369
$34.6M 0.01%
4,095,334
+1,948
1370
$34.5M 0.01%
375,954
-16,119
1371
$34.3M 0.01%
832,175
+51,273
1372
$34.3M 0.01%
973,370
+83,087
1373
$34.3M 0.01%
1,692,491
+1,410,695
1374
$34.2M 0.01%
1,248,625
+498,684
1375
$34.2M 0.01%
340,708
+222,575
53 54
55
56 57