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
1076
$70.3M 0.01%
936,753
+8,614
1077
$70.1M 0.01%
764,768
-2,642,932
1078
$69.9M 0.01%
880,914
-76,702
1079
$69.6M 0.01%
5,829,722
+2,630,687
1080
$69.6M 0.01%
1,991,881
+138,203
1081
$69.3M 0.01%
1,208,671
-231,468
1082
$69.2M 0.01%
46,934
-1,622
1083
$69.2M 0.01%
2,011,792
+785,346
1084
$69.2M 0.01%
485,090
+57,294
1085
$68.9M 0.01%
3,149,708
+1,986,672
1086
$68.8M 0.01%
531,351
+116,148
1087
$68.7M 0.01%
3,162,412
+2,060,668
1088
$68.6M 0.01%
382,357
+232,759
1089
$68.4M 0.01%
911,390
-467,990
1090
$68.3M 0.01%
2,516,750
+384,135
1091
$68.3M 0.01%
5,040,351
-6,080
1092
$68.1M 0.01%
749,082
+31,976
1093
$68M 0.01%
648,581
-47,354
1094
$68M 0.01%
818,920
-269,203
1095
$67.9M 0.01%
3,462,827
+324,029
1096
$67.9M 0.01%
1,018,818
-166,150
1097
$67.8M 0.01%
1,869,146
-2,019,525
1098
$67.6M 0.01%
833,569
+94,290
1099
$67.5M 0.01%
496,216
+12,136
1100
$67.3M 0.01%
1,751,485
-203,863
42 43
44
45 46