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
1376
$44.5M 0.01%
942,689
+29,850
1377
$44.4M 0.01%
598,692
-191,469
1378
$44.4M 0.01%
340,915
+28,039
1379
$44.4M 0.01%
840,939
+9,011
1380
$44.3M 0.01%
587,373
-567,622
1381
$44.3M 0.01%
2,216,045
-46,080
1382
$44.1M 0.01%
2,353,399
-1,064,262
1383
$44M 0.01%
1,440,171
+568,087
1384
$43.8M 0.01%
718,900
-75,071
1385
$43.7M 0.01%
4,391,510
-429,847
1386
$43.6M 0.01%
417,419
+80,796
1387
$43.6M 0.01%
977,251
-713,301
1388
$43.5M 0.01%
1,085,512
+505,986
1389
$43.5M 0.01%
1,331,832
+57,304
1390
$43.5M 0.01%
925,074
-129,120
1391
$43.4M 0.01%
1,471,114
+888,313
1392
$43.4M 0.01%
461,462
-2,170
1393
$43.4M 0.01%
1,827,321
+1,043,166
1394
$43.3M 0.01%
849,640
-570,628
1395
$43.3M 0.01%
1,062,599
+119,541
1396
$43.3M 0.01%
1,522,898
+39,171
1397
$43.3M 0.01%
1,185,935
+54,025
1398
$43.2M 0.01%
737,348
+400,875
1399
$43.2M 0.01%
251,264
-124,996
1400
$43.1M 0.01%
2,548,088
-1,303,294
54 55
56
57 58