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
1501
$37.5M 0.01%
464,182
+308,008
1502
$37.5M 0.01%
588,655
+141,275
1503
$37.5M 0.01%
1,429,030
-616,395
1504
$37.4M 0.01%
1,289,119
+102,937
1505
$37.4M 0.01%
1,622,997
-274,761
1506
$37.4M 0.01%
1,104,636
-104,302
1507
$37.4M 0.01%
579,536
+72,756
1508
$37.4M 0.01%
2,715,452
-141,243
1509
$37.4M 0.01%
1,123,795
+485,051
1510
$37.4M 0.01%
523,782
-6,302
1511
$37.3M 0.01%
66,227
-48,897
1512
$37.3M 0.01%
1,459,812
-36,844
1513
$37.3M 0.01%
4,250,680
-216,208
1514
$37.3M 0.01%
309,047
+102,461
1515
$37.3M 0.01%
651,535
+63,462
1516
$37.2M 0.01%
818,083
+244,088
1517
$37.2M 0.01%
2,562,661
-156,312
1518
$37.1M 0.01%
396,359
-149,075
1519
$37.1M 0.01%
203,144
+87,399
1520
$37.1M 0.01%
451,106
+117,725
1521
$37M 0.01%
662,266
-355,631
1522
$36.9M 0.01%
1,400,558
+515,213
1523
$36.9M 0.01%
1,183,050
+357,165
1524
$36.9M 0.01%
359,419
+217,166
1525
$36.9M 0.01%
953,234
+127,184
59 60
61
62 63