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
1526
$36.8M 0.01%
456,901
+131,789
1527
$36.7M 0.01%
4,087,282
+2,151,560
1528
$36.5M ﹤0.01%
1,142,886
+117,700
1529
$36.5M ﹤0.01%
667,349
+21,311
1530
$36.4M ﹤0.01%
1,031,169
+42,849
1531
$36.4M ﹤0.01%
2,776,010
+26,078
1532
$36.4M ﹤0.01%
2,779,473
+570,553
1533
$36.4M ﹤0.01%
3,877,367
+295,320
1534
$36.4M ﹤0.01%
402,282
+19,505
1535
$36.3M ﹤0.01%
330,862
+80,345
1536
$36.3M ﹤0.01%
501,442
+145,743
1537
$36.2M ﹤0.01%
339,792
+8,230
1538
$36.2M ﹤0.01%
736,545
-682,018
1539
$36.1M ﹤0.01%
445,209
-3,808
1540
$36.1M ﹤0.01%
90,715
+41,702
1541
$36.1M ﹤0.01%
3,561,440
+1,123,192
1542
$36M ﹤0.01%
108,811
+9,575
1543
$36M ﹤0.01%
180,432
+3,533
1544
$36M ﹤0.01%
702,787
-6,053
1545
$36M ﹤0.01%
3,215,731
+158,509
1546
$35.9M ﹤0.01%
1,404,459
-403,712
1547
$35.8M ﹤0.01%
259,004
-10,090
1548
$35.7M ﹤0.01%
4,869,442
+240,883
1549
$35.7M ﹤0.01%
194,805
+68,605
1550
$35.7M ﹤0.01%
3,694,653
-869,352
60 61
62
63 64