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
1726
$29.3M ﹤0.01%
456,293
-93,424
1727
$29.3M ﹤0.01%
4,982,458
-2,086,652
1728
$29.3M ﹤0.01%
2,782,283
+627,208
1729
$29.2M ﹤0.01%
3,619,800
-275,747
1730
$29.2M ﹤0.01%
389,424
-141,358
1731
$29.2M ﹤0.01%
2,159,320
+106,833
1732
$29.1M ﹤0.01%
1,084,828
-445,346
1733
$29.1M ﹤0.01%
569,288
+107,735
1734
$29.1M ﹤0.01%
856,235
+181,614
1735
$29M ﹤0.01%
525,848
-197,662
1736
$29M ﹤0.01%
2,386,975
+365,478
1737
$29M ﹤0.01%
+1,585,362
1738
$28.9M ﹤0.01%
370,516
+133,013
1739
$28.9M ﹤0.01%
1,571,760
-479,529
1740
$28.9M ﹤0.01%
476,023
-61,673
1741
$28.8M ﹤0.01%
1,318,856
+181,349
1742
$28.7M ﹤0.01%
401,835
+130,373
1743
$28.7M ﹤0.01%
343,120
-126,268
1744
$28.7M ﹤0.01%
2,283,824
+1,230,402
1745
$28.7M ﹤0.01%
773,771
+167,307
1746
$28.7M ﹤0.01%
558,338
+7,174
1747
$28.7M ﹤0.01%
332,725
+108,578
1748
$28.7M ﹤0.01%
1,293,597
+605,777
1749
$28.6M ﹤0.01%
3,148,069
-883,486
1750
$28.6M ﹤0.01%
1,499,103
+218,372
68 69
70
71 72