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
1551
$35.6M ﹤0.01%
199,618
+1,071
1552
$35.6M ﹤0.01%
1,345,497
+288,333
1553
$35.6M ﹤0.01%
1,031,383
+72,931
1554
$35.4M ﹤0.01%
1,134,674
+15,338
1555
$35.3M ﹤0.01%
278,225
-3,941,602
1556
$35.2M ﹤0.01%
2,069,724
+714,500
1557
$35.2M ﹤0.01%
673,019
-133,255
1558
$35.1M ﹤0.01%
849,393
+10,198
1559
$35M ﹤0.01%
3,870,389
-125,237
1560
$34.9M ﹤0.01%
459,336
-642,201
1561
$34.9M ﹤0.01%
870,781
+55,979
1562
$34.9M ﹤0.01%
2,193,532
+769,947
1563
$34.8M ﹤0.01%
1,670,967
-22,443
1564
$34.8M ﹤0.01%
1,542,856
+579,023
1565
$34.8M ﹤0.01%
3,516,485
+273,796
1566
$34.7M ﹤0.01%
1,723,316
-10,390
1567
$34.7M ﹤0.01%
398,262
+7,748
1568
$34.7M ﹤0.01%
1,019,024
+713,091
1569
$34.6M ﹤0.01%
965,121
+411,183
1570
$34.6M ﹤0.01%
1,102,498
-725,525
1571
$34.5M ﹤0.01%
329,248
-50,912
1572
$34.5M ﹤0.01%
9,486,720
+10,870
1573
$34.5M ﹤0.01%
477,815
+414,787
1574
$34.5M ﹤0.01%
262,728
+52,681
1575
$34.4M ﹤0.01%
930,764
+329,981
61 62
63
64 65