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
1651
$31.8M ﹤0.01%
3,419,777
-10,001
1652
$31.8M ﹤0.01%
188,672
+114,831
1653
$31.8M ﹤0.01%
1,164,809
+209,305
1654
$31.8M ﹤0.01%
1,138,187
-1,231,096
1655
$31.8M ﹤0.01%
923,300
+780,217
1656
$31.7M ﹤0.01%
1,337,103
+1,229,687
1657
$31.6M ﹤0.01%
1,146,176
-44,738
1658
$31.6M ﹤0.01%
557,374
+172,943
1659
$31.6M ﹤0.01%
551,466
+75,378
1660
$31.6M ﹤0.01%
2,281,533
+80,869
1661
$31.6M ﹤0.01%
266,265
-79,275
1662
$31.5M ﹤0.01%
1,245,330
-1,383,651
1663
$31.5M ﹤0.01%
6,554,493
-19,431,112
1664
$31.4M ﹤0.01%
447,328
+43,661
1665
$31.4M ﹤0.01%
264,734
+87,347
1666
$31.3M ﹤0.01%
3,526,530
-31,636
1667
$31.3M ﹤0.01%
947,800
-218,300
1668
$31.3M ﹤0.01%
390,183
-129,468
1669
$31.2M ﹤0.01%
1,115,733
-42,888
1670
$31M ﹤0.01%
893,020
+155,245
1671
$31M ﹤0.01%
1,153,251
+16,432
1672
$31M ﹤0.01%
522,556
+130,684
1673
$31M ﹤0.01%
196,422
-19,333
1674
$31M ﹤0.01%
403,168
-85,574
1675
$30.9M ﹤0.01%
1,044,899
-111,756
65 66
67
68 69