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
1051
$74.1M 0.01%
686,004
+36,681
1052
$74.1M 0.01%
1,852,856
-223,623
1053
$74M 0.01%
1,002,347
+850,086
1054
$73.8M 0.01%
2,879,566
-524,758
1055
$73.2M 0.01%
868,383
+564,472
1056
$73.1M 0.01%
1,948,447
-78,886
1057
$73M 0.01%
1,079,629
+106,291
1058
$72.9M 0.01%
775,574
+132,335
1059
$72.7M 0.01%
1,126,047
+117,902
1060
$72.5M 0.01%
1,230,181
+283,970
1061
$72.3M 0.01%
464,136
-85,734
1062
$72.2M 0.01%
2,969,026
-407,151
1063
$72.1M 0.01%
226,986
+23,412
1064
$72M 0.01%
1,338,337
+25,299
1065
$71.9M 0.01%
1,900,863
+2,835
1066
$71.8M 0.01%
1,474,285
-457,087
1067
$71.7M 0.01%
556,795
+46,974
1068
$71.4M 0.01%
4,648,591
+407,451
1069
$71.4M 0.01%
490,422
+327,753
1070
$71.3M 0.01%
573,318
+68,320
1071
$71.1M 0.01%
841,127
-354,908
1072
$71M 0.01%
5,449,865
-90,843
1073
$70.9M 0.01%
7,505,155
+3,015,078
1074
$70.8M 0.01%
1,100,762
+82,928
1075
$70.3M 0.01%
7,978,902
-479,045
41 42
43
44 45