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
1751
$28.6M ﹤0.01%
4,908,464
+2,397,057
1752
$28.5M ﹤0.01%
1,409,347
+29,477
1753
$28.5M ﹤0.01%
253,327
+42,619
1754
$28.5M ﹤0.01%
492,955
+143,693
1755
$28.5M ﹤0.01%
249,898
-12,291
1756
$28.4M ﹤0.01%
1,207,932
+109,336
1757
$28.4M ﹤0.01%
169,003
-10,360
1758
$28.3M ﹤0.01%
1,136,030
-2,232,678
1759
$28.3M ﹤0.01%
1,590,087
+77,937
1760
$28.3M ﹤0.01%
427,468
-149,978
1761
$28.3M ﹤0.01%
1,806,610
-1,842,364
1762
$28.3M ﹤0.01%
1,124,612
+110,033
1763
$28.2M ﹤0.01%
121,581
+19,859
1764
$28.2M ﹤0.01%
894,770
+122,050
1765
$28.2M ﹤0.01%
733,233
-233,827
1766
$28.1M ﹤0.01%
292,130
+32,213
1767
$28M ﹤0.01%
501,084
+122,858
1768
$28M ﹤0.01%
330,836
-138,166
1769
$28M ﹤0.01%
388,234
-117,648
1770
$28M ﹤0.01%
439,275
+241,568
1771
$27.9M ﹤0.01%
1,017,018
+497,684
1772
$27.9M ﹤0.01%
441,955
+3,115
1773
$27.9M ﹤0.01%
1,170,893
+51,371
1774
$27.9M ﹤0.01%
801,596
-475,555
1775
$27.7M ﹤0.01%
633,421
-113,698
69 70
71
72 73