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
1001
$81M 0.01%
1,608,390
-128,182
1002
$80.8M 0.01%
4,042,971
+1,164,351
1003
$80.8M 0.01%
1,836,259
+215,065
1004
$80.6M 0.01%
2,060,219
-355,779
1005
$80M 0.01%
1,951,255
+225,613
1006
$79.9M 0.01%
593,561
+335,970
1007
$79.8M 0.01%
1,006,202
+472,396
1008
$79.8M 0.01%
600,012
-213,083
1009
$79.6M 0.01%
2,329,485
+1,261,254
1010
$79.5M 0.01%
1,516,999
+42,167
1011
$79.3M 0.01%
6,038,438
+490,519
1012
$79.3M 0.01%
712,294
-57,637
1013
$79.3M 0.01%
542,812
+126,813
1014
$79.2M 0.01%
946,785
+634,758
1015
$79.2M 0.01%
1,218,091
+126,877
1016
$79.1M 0.01%
3,275,008
-1,148,125
1017
$79.1M 0.01%
790,616
-52,337
1018
$78.8M 0.01%
3,388,644
+650,881
1019
$78.7M 0.01%
3,704,086
-482,868
1020
$78.6M 0.01%
2,466,526
+114,658
1021
$78.5M 0.01%
168,390
+631
1022
$78.3M 0.01%
3,783,082
-111,413
1023
$78.2M 0.01%
8,579,427
+7,499,796
1024
$78.2M 0.01%
3,028,575
+59,170
1025
$78.1M 0.01%
1,082,580
+59,714
39 40
41
42 43