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
951
$86.9M 0.01%
3,770,214
+1,815,283
952
$86.9M 0.01%
5,822,832
+2,425,450
953
$86.9M 0.01%
5,112,784
-638,704
954
$86.5M 0.01%
1,439,619
-347,274
955
$86.3M 0.01%
1,065,560
-96,609
956
$86.3M 0.01%
19,308,388
-2,514,789
957
$86.1M 0.01%
996,663
-257,883
958
$86.1M 0.01%
775,775
+298,744
959
$85.9M 0.01%
2,604,316
+348,810
960
$85.8M 0.01%
2,145,935
-134,042
961
$85.8M 0.01%
1,018,342
-11,488
962
$85.4M 0.01%
555,511
-34,751
963
$85.2M 0.01%
1,547,668
+197,213
964
$85M 0.01%
1,861,354
+58,883
965
$84.9M 0.01%
2,591,099
+774,219
966
$84.9M 0.01%
2,416,040
+442,230
967
$84.9M 0.01%
5,172,061
968
$84.9M 0.01%
2,617,830
-349,377
969
$84.8M 0.01%
542,888
-100,294
970
$84.6M 0.01%
1,539,598
-1,067,527
971
$84.6M 0.01%
532,083
-46,101
972
$84.6M 0.01%
2,231,083
+286,103
973
$84.5M 0.01%
2,164,563
-494,084
974
$84.3M 0.01%
63,700
+15,861
975
$84M 0.01%
1,825,291
+1,414,662
37 38
39
40 41