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
1451
$30.7M ﹤0.01%
304,490
-77,832
1452
$30.7M ﹤0.01%
703,170
-62,709
1453
$30.6M ﹤0.01%
485,832
+455,362
1454
$30.6M ﹤0.01%
1,275,218
+18,481
1455
$30.6M ﹤0.01%
2,926,546
+84,606
1456
$30.5M ﹤0.01%
313,570
+27,381
1457
$30.5M ﹤0.01%
688,019
+68,092
1458
$30.4M ﹤0.01%
1,163,054
+107,459
1459
$30.4M ﹤0.01%
1,336,242
+301,941
1460
$30.4M ﹤0.01%
197,612
+66,366
1461
$30.3M ﹤0.01%
1,139,150
+8,697
1462
$30.2M ﹤0.01%
1,007,592
+89,800
1463
$30.2M ﹤0.01%
367,200
+326,565
1464
$30.1M ﹤0.01%
1,527,027
+447,327
1465
$30.1M ﹤0.01%
1,514,940
+212,796
1466
$30M ﹤0.01%
1,199,874
+1,018,353
1467
$30M ﹤0.01%
2,407,244
-504,721
1468
$30M ﹤0.01%
899,834
-54,810
1469
$30M ﹤0.01%
638,244
+13,572
1470
$30M ﹤0.01%
4,646,239
+2,850,590
1471
$29.9M ﹤0.01%
1,887,268
+1,423,373
1472
$29.9M ﹤0.01%
482,748
+225,968
1473
$29.9M ﹤0.01%
648,016
+5,331
1474
$29.8M ﹤0.01%
314,673
+151,473
1475
$29.8M ﹤0.01%
66,634
+28,524
57 58
59
60 61