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
1576
$34.4M ﹤0.01%
367,287
-140,934
1577
$34.4M ﹤0.01%
775,067
-57,987
1578
$34.3M ﹤0.01%
653,659
+157,042
1579
$34.3M ﹤0.01%
1,457,917
-791,807
1580
$34.2M ﹤0.01%
430,366
-1,224,957
1581
$34.2M ﹤0.01%
1,068,763
+327,877
1582
$34.2M ﹤0.01%
1,771,534
+1,542,018
1583
$34.1M ﹤0.01%
185,085
+6,350
1584
$34.1M ﹤0.01%
2,044,051
+666,867
1585
$34M ﹤0.01%
3,172,515
-35,659
1586
$34M ﹤0.01%
539,155
+131,128
1587
$33.9M ﹤0.01%
587,467
-11,405
1588
$33.9M ﹤0.01%
2,431,600
+418,937
1589
$33.9M ﹤0.01%
712,046
+23,268
1590
$33.8M ﹤0.01%
220,361
-161,464
1591
$33.8M ﹤0.01%
233,182
+83,937
1592
$33.8M ﹤0.01%
915,184
+275,380
1593
$33.8M ﹤0.01%
935,053
+768,615
1594
$33.7M ﹤0.01%
675,212
+66,371
1595
$33.7M ﹤0.01%
937,098
-60,608
1596
$33.7M ﹤0.01%
1,657,176
+557,470
1597
$33.6M ﹤0.01%
1,622,345
+251,354
1598
$33.6M ﹤0.01%
2,259,399
-882,455
1599
$33.6M ﹤0.01%
75,608
-15,851
1600
$33.5M ﹤0.01%
1,416,816
+71,796
62 63
64
65 66