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
1226
$55.9M 0.01%
1,317,624
-568,658
1227
$55.9M 0.01%
783,069
+20,457
1228
$55.9M 0.01%
647,107
+3,586
1229
$55.9M 0.01%
2,587,035
+192,214
1230
$55.6M 0.01%
2,114,944
+359,026
1231
$55.6M 0.01%
3,191,635
-135,694
1232
$55.6M 0.01%
2,849,433
+1,525,872
1233
$55.5M 0.01%
2,524,827
-12,322
1234
$55.3M 0.01%
1,146,154
+125,707
1235
$55.3M 0.01%
1,331,045
-269,919
1236
$55.1M 0.01%
1,420,155
+48,250
1237
$55.1M 0.01%
155,216
-123,775
1238
$55.1M 0.01%
1,819,294
+83,453
1239
$55M 0.01%
1,900,428
+19,221
1240
$55M 0.01%
1,159,861
+185,288
1241
$55M 0.01%
1,051,384
-311,170
1242
$54.9M 0.01%
1,608,209
+563,026
1243
$54.8M 0.01%
3,855,784
+1,990,648
1244
$54.8M 0.01%
193,054
-5,994
1245
$54.8M 0.01%
549,903
-42,324
1246
$54.7M 0.01%
876,004
-56,443
1247
$54.7M 0.01%
1,617,761
-178,143
1248
$54.7M 0.01%
2,166,842
+440,948
1249
$54.4M 0.01%
445,966
+82,375
1250
$54.4M 0.01%
4,105,057
+791,627
48 49
50
51 52