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
1126
$64.3M 0.01%
3,073,534
-125,543
1127
$64.2M 0.01%
1,023,527
+373,345
1128
$64.2M 0.01%
1,364,444
-751,579
1129
$64.1M 0.01%
1,584,518
+928,382
1130
$64M 0.01%
427,832
+205,280
1131
$64M 0.01%
5,656,442
+112,945
1132
$63.9M 0.01%
3,566,323
+3,226,141
1133
$63.6M 0.01%
2,566,346
+1,855,313
1134
$63.6M 0.01%
1,092,595
-146,487
1135
$63.5M 0.01%
3,338,758
+736,756
1136
$63.2M 0.01%
152,807
+796
1137
$63.2M 0.01%
4,071,332
+1,129,297
1138
$63.2M 0.01%
1,215,816
+114,718
1139
$63.1M 0.01%
989,473
+267,308
1140
$63.1M 0.01%
10,966,090
+161,166
1141
$63M 0.01%
2,585,877
+490,184
1142
$62.9M 0.01%
1,628,103
+36,542
1143
$62.9M 0.01%
1,945,073
-119,677
1144
$62.9M 0.01%
3,054,034
-137,253
1145
$62.8M 0.01%
139,239
+10,428
1146
$62.6M 0.01%
1,732,963
+460,803
1147
$62.5M 0.01%
1,252,193
-283,351
1148
$62.4M 0.01%
1,995,743
+1,938,479
1149
$62.3M 0.01%
1,164,480
+701,577
1150
$62M 0.01%
2,032,276
-157,758
44 45
46
47 48