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
1601
$33.5M ﹤0.01%
343,557
-37,987
1602
$33.4M ﹤0.01%
379,329
+137,335
1603
$33.4M ﹤0.01%
294,493
-7,289
1604
$33.4M ﹤0.01%
1,290,180
-623
1605
$33.4M ﹤0.01%
986,478
-83,612
1606
$33.4M ﹤0.01%
807,156
-292,968
1607
$33.3M ﹤0.01%
551,305
+1,747
1608
$33.3M ﹤0.01%
366,255
+54,118
1609
$33.3M ﹤0.01%
281,742
-13,661
1610
$33.3M ﹤0.01%
875,990
-314,942
1611
$33.3M ﹤0.01%
181,086
-13,454
1612
$33.2M ﹤0.01%
1,406,816
+46,867
1613
$33.2M ﹤0.01%
1,593,129
+481,769
1614
$33.2M ﹤0.01%
182,407
-3,270
1615
$33.2M ﹤0.01%
83,535
-14,432
1616
$33.2M ﹤0.01%
1,189,355
+135,507
1617
$33.2M ﹤0.01%
853,436
+47,119
1618
$33.1M ﹤0.01%
951,193
+242,028
1619
$33.1M ﹤0.01%
2,097,868
+84,266
1620
$33.1M ﹤0.01%
860,971
+75,210
1621
$33.1M ﹤0.01%
970,389
-44,742
1622
$33.1M ﹤0.01%
1,477,107
+537,342
1623
$33M ﹤0.01%
109,422
-21,573
1624
$32.9M ﹤0.01%
816,352
-268,867
1625
$32.9M ﹤0.01%
885,412
+142,402
63 64
65
66 67