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
1201
$57.7M 0.01%
1,108,863
-112,675
1202
$57.7M 0.01%
1,682,777
+176,467
1203
$57.6M 0.01%
2,882,621
-520,535
1204
$57.5M 0.01%
850,552
+283,176
1205
$57.2M 0.01%
3,473,216
+3,114,208
1206
$57.2M 0.01%
308,341
+196,191
1207
$57.1M 0.01%
1,249,381
+801,495
1208
$57.1M 0.01%
2,097,335
-17,399,943
1209
$56.8M 0.01%
223,769
+40,445
1210
$56.7M 0.01%
459,878
-199,364
1211
$56.7M 0.01%
762,704
-132,647
1212
$56.7M 0.01%
1,995,879
+181,735
1213
$56.6M 0.01%
1,068,436
-81,063
1214
$56.6M 0.01%
2,820,668
+63,342
1215
$56.5M 0.01%
1,411,677
+39,114
1216
$56.4M 0.01%
1,755,380
-398,366
1217
$56.4M 0.01%
1,000,129
-284,611
1218
$56.3M 0.01%
2,015,588
-230,761
1219
$56.3M 0.01%
390,937
-74,810
1220
$56.3M 0.01%
2,231,048
+491,521
1221
$56.2M 0.01%
184,429
+33,536
1222
$56.1M 0.01%
425,271
-168,496
1223
$56.1M 0.01%
3,552,810
+526,330
1224
$56M 0.01%
1,524,840
-725,145
1225
$56M 0.01%
1,633,867
+504,577
47 48
49
50 51