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
1426
$31.8M ﹤0.01%
7,181,692
+5,062,134
1427
$31.8M ﹤0.01%
1,782,842
-767,974
1428
$31.7M ﹤0.01%
1,809,599
+47,339
1429
$31.7M ﹤0.01%
536,419
+423,685
1430
$31.7M ﹤0.01%
164,242
+8,299
1431
$31.5M ﹤0.01%
1,077,783
-91,448
1432
$31.4M ﹤0.01%
558,982
+398,424
1433
$31.4M ﹤0.01%
1,402,807
+1,037,701
1434
$31.4M ﹤0.01%
2,261,727
+32,649
1435
$31.3M ﹤0.01%
590,025
-1,265,762
1436
$31.3M ﹤0.01%
1,902,354
-335,560
1437
$31.3M ﹤0.01%
536,978
-74,137
1438
$31.2M ﹤0.01%
466,090
-12,989
1439
$31.1M ﹤0.01%
1,433,883
+6,190
1440
$31.1M ﹤0.01%
576,833
-122,155
1441
$31M ﹤0.01%
737,273
-14,213
1442
$31M ﹤0.01%
1,646,778
+1,043,360
1443
$31M ﹤0.01%
582,525
+90,114
1444
$31M ﹤0.01%
2,216,659
-689,487
1445
$31M ﹤0.01%
766,425
+163,733
1446
$30.9M ﹤0.01%
674,769
+500,330
1447
$30.8M ﹤0.01%
474,829
+79,336
1448
$30.8M ﹤0.01%
81,251
-21,639
1449
$30.7M ﹤0.01%
413,803
-12,474
1450
$30.7M ﹤0.01%
2,811,563
+1,519,149
56 57
58
59 60