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
1351
$46.4M 0.01%
722,223
+64,315
1352
$46.4M 0.01%
831,292
-18,004
1353
$46.4M 0.01%
694,404
+21,672
1354
$46.2M 0.01%
3,148,828
+66,417
1355
$46.2M 0.01%
1,837,868
-56,578
1356
$46.2M 0.01%
1,983,064
-52,287
1357
$46.1M 0.01%
901,039
+49,355
1358
$46M 0.01%
558,411
+238,938
1359
$45.9M 0.01%
2,742,769
-12,758
1360
$45.8M 0.01%
423,104
+42,444
1361
$45.8M 0.01%
477,175
+166,767
1362
$45.8M 0.01%
601,982
-104,863
1363
$45.7M 0.01%
2,807,664
-214,426
1364
$45.7M 0.01%
1,762,703
+316,621
1365
$45.3M 0.01%
3,388,640
-291,628
1366
$45.3M 0.01%
3,027,750
-765,997
1367
$45.2M 0.01%
1,244,398
+145,584
1368
$45.1M 0.01%
1,610,113
-473,288
1369
$45M 0.01%
431,086
+96,573
1370
$45M 0.01%
1,804,035
-133,710
1371
$44.9M 0.01%
103,531
-591,483
1372
$44.8M 0.01%
144,256
-63,726
1373
$44.8M 0.01%
2,364,300
-87,239
1374
$44.6M 0.01%
4,277,355
+173,366
1375
$44.5M 0.01%
928,412
+195,870
53 54
55
56 57