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
1701
$30M ﹤0.01%
1,327,267
-31,067
1702
$30M ﹤0.01%
965,990
+208,138
1703
$29.9M ﹤0.01%
277,934
+30,160
1704
$29.9M ﹤0.01%
1,644,611
-74,077
1705
$29.9M ﹤0.01%
879,321
+15,611
1706
$29.9M ﹤0.01%
2,706,930
-1,750,191
1707
$29.9M ﹤0.01%
992,754
-518,002
1708
$29.9M ﹤0.01%
1,422,563
-112,061
1709
$29.9M ﹤0.01%
1,857,410
+258,865
1710
$29.7M ﹤0.01%
158,558
-12,130
1711
$29.6M ﹤0.01%
625,155
-276,703
1712
$29.6M ﹤0.01%
1,319,454
-204,436
1713
$29.6M ﹤0.01%
2,543,538
-501,079
1714
$29.6M ﹤0.01%
34,918
-786
1715
$29.5M ﹤0.01%
683,595
-206,544
1716
$29.5M ﹤0.01%
2,459,140
+196,381
1717
$29.5M ﹤0.01%
1,101,128
+400,869
1718
$29.5M ﹤0.01%
1,525,107
+1,072,828
1719
$29.5M ﹤0.01%
939,440
+282,731
1720
$29.5M ﹤0.01%
149,044
+34,194
1721
$29.4M ﹤0.01%
586,744
+192,311
1722
$29.4M ﹤0.01%
347,159
+64,968
1723
$29.4M ﹤0.01%
359,006
+66,230
1724
$29.4M ﹤0.01%
1,185,064
+719,192
1725
$29.3M ﹤0.01%
1,804,987
+1,350,418
67 68
69
70 71