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
1626
$32.8M ﹤0.01%
935,960
-313,752
1627
$32.8M ﹤0.01%
565,030
+316,360
1628
$32.8M ﹤0.01%
506,672
+12,431
1629
$32.7M ﹤0.01%
127,255
-34,990
1630
$32.7M ﹤0.01%
1,141,444
-27,876
1631
$32.7M ﹤0.01%
521,937
+256,285
1632
$32.6M ﹤0.01%
1,324,239
-120,762
1633
$32.6M ﹤0.01%
1,240,225
+243,653
1634
$32.6M ﹤0.01%
2,150,991
+99,761
1635
$32.5M ﹤0.01%
24,911
-968
1636
$32.5M ﹤0.01%
517,388
-26,122
1637
$32.4M ﹤0.01%
446,080
+88,433
1638
$32.4M ﹤0.01%
252,514
+62,778
1639
$32.4M ﹤0.01%
159,213
+20,330
1640
$32.2M ﹤0.01%
1,192,629
+413,883
1641
$32.2M ﹤0.01%
547,671
-13,359
1642
$32.1M ﹤0.01%
130,660
+31,133
1643
$32M ﹤0.01%
592,944
+56,540
1644
$32M ﹤0.01%
793,224
+736,900
1645
$31.9M ﹤0.01%
2,371,546
-744,399
1646
$31.9M ﹤0.01%
1,259,485
+476,200
1647
$31.9M ﹤0.01%
2,016,761
-20,244
1648
$31.9M ﹤0.01%
673,158
+40,775
1649
$31.9M ﹤0.01%
874,535
+125,358
1650
$31.8M ﹤0.01%
196,978
+21,064
64 65
66
67 68