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
$741B
AUM Growth
-$68.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,467
New
Increased
Reduced
Closed

Top Buys

1
+$1.85B
2
+$1.78B
3
+$1.73B
4
TSM icon
TSMC
TSM
+$1.2B
5
AMGN icon
Amgen
AMGN
+$1.15B

Top Sells

1
+$2.6B
2
+$1.29B
3
+$1.25B
4
TWLO icon
Twilio
TWLO
+$1.22B
5
EPAM icon
EPAM Systems
EPAM
+$1.12B

Sector Composition

1 Technology 18.61%
2 Healthcare 9.76%
3 Financials 9.05%
4 Consumer Discretionary 8.4%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$13.6M ﹤0.01%
166,347
-262,335
2527
$13.5M ﹤0.01%
2,804,264
+285,464
2528
$13.5M ﹤0.01%
169,291
+67,914
2529
$13.5M ﹤0.01%
153,715
-60,653
2530
$13.5M ﹤0.01%
199,813
+82,705
2531
$13.5M ﹤0.01%
1,458,928
+396,064
2532
$13.5M ﹤0.01%
258,159
-31,071
2533
$13.5M ﹤0.01%
348,123
-181,041
2534
$13.4M ﹤0.01%
497,337
+79,996
2535
$13.4M ﹤0.01%
470,840
+45,480
2536
$13.4M ﹤0.01%
7,500,096
-3,388,266
2537
$13.4M ﹤0.01%
134,658
+111,958
2538
$13.4M ﹤0.01%
2,028,313
-427,659
2539
$13.4M ﹤0.01%
519,658
+79,677
2540
$13.4M ﹤0.01%
403,847
-30,420
2541
$13.4M ﹤0.01%
195,525
+63,041
2542
$13.4M ﹤0.01%
439,003
-292,854
2543
$13.3M ﹤0.01%
213,790
+37,266
2544
$13.3M ﹤0.01%
54,728
-5,799
2545
$13.3M ﹤0.01%
75,707
+13,256
2546
$13.3M ﹤0.01%
471,383
+154,101
2547
$13.3M ﹤0.01%
157,000
-32,570
2548
$13.3M ﹤0.01%
291,760
-157,024
2549
$13.3M ﹤0.01%
66,431
-99,928
2550
$13.3M ﹤0.01%
810,886
-97,156
100 101
102
103 104