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
1251
$54.3M 0.01%
1,573,818
-262,154
1252
$54.1M 0.01%
2,557,026
+1,422,970
1253
$54.1M 0.01%
1,690,119
+394,804
1254
$54M 0.01%
806,215
+82,268
1255
$53.9M 0.01%
1,229,768
+210,404
1256
$53.8M 0.01%
2,522,093
-69,068
1257
$53.8M 0.01%
138,564
+10,679
1258
$53.8M 0.01%
741,430
-254,126
1259
$53.7M 0.01%
2,552,129
+2,428,519
1260
$53.6M 0.01%
751,910
+163,850
1261
$53.5M 0.01%
944,849
-198,233
1262
$53.4M 0.01%
760,908
+66,140
1263
$53.3M 0.01%
126,065
-46,964
1264
$53.3M 0.01%
1,481,236
+112,292
1265
$53.1M 0.01%
254,123
-38,899
1266
$53M 0.01%
1,266,017
-511,727
1267
$53M 0.01%
476,334
-1,468
1268
$52.9M 0.01%
1,877,433
+55,717
1269
$52.8M 0.01%
2,844,440
-250,416
1270
$52.8M 0.01%
1,839,265
+942,352
1271
$52.8M 0.01%
2,330,771
+1,559,806
1272
$52.8M 0.01%
1,365,779
-186,561
1273
$52.8M 0.01%
271,929
-32,360
1274
$52.6M 0.01%
1,884,869
+619,967
1275
$52.6M 0.01%
1,567,873
-262,203
49 50
51
52 53