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
1176
$60M 0.01%
2,069,406
-421,281
1177
$60M 0.01%
2,090,215
+283,332
1178
$59.9M 0.01%
1,628,880
-6,664
1179
$59.8M 0.01%
1,122,689
-310,926
1180
$59.7M 0.01%
1,635,483
+33,843
1181
$59.5M 0.01%
1,601,601
-3,361,070
1182
$59.5M 0.01%
1,414,827
+32,066
1183
$59.4M 0.01%
341,314
+59,911
1184
$59.3M 0.01%
4,122,520
+110,281
1185
$59.3M 0.01%
2,367,300
-144,142
1186
$59.2M 0.01%
1,156,519
+444,228
1187
$59M 0.01%
521,533
-22,535
1188
$58.9M 0.01%
5,201,452
+1,758,171
1189
$58.9M 0.01%
861,328
-113,613
1190
$58.8M 0.01%
4,174,356
-228,666
1191
$58.6M 0.01%
1,175,678
-81,112
1192
$58.6M 0.01%
6,352,417
-290,766
1193
$58.3M 0.01%
1,168,511
+8,057
1194
$58.3M 0.01%
1,070,972
+645,428
1195
$58.2M 0.01%
13,027
-2,436
1196
$58.2M 0.01%
667,094
-98,374
1197
$58M 0.01%
1,729,740
+478,697
1198
$58M 0.01%
19,268,014
+4,898,452
1199
$57.9M 0.01%
1,195,442
+278,662
1200
$57.8M 0.01%
2,538,060
-95,530
46 47
48
49 50