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
1801
$27.1M ﹤0.01%
928,413
+133,108
1802
$27M ﹤0.01%
442,908
+98,024
1803
$27M ﹤0.01%
143,368
+17,711
1804
$26.9M ﹤0.01%
1,360,902
-314,910
1805
$26.9M ﹤0.01%
675,809
+79,583
1806
$26.9M ﹤0.01%
661,480
+422,260
1807
$26.8M ﹤0.01%
582,351
+97,062
1808
$26.8M ﹤0.01%
1,029,262
-76,623
1809
$26.8M ﹤0.01%
297,198
-39,527
1810
$26.7M ﹤0.01%
501,494
+15,850
1811
$26.7M ﹤0.01%
2,043,705
+195,351
1812
$26.7M ﹤0.01%
321,132
+15,485
1813
$26.7M ﹤0.01%
2,712,835
+2,009,087
1814
$26.6M ﹤0.01%
1,408,996
-129,800
1815
$26.6M ﹤0.01%
623,753
+62,890
1816
$26.6M ﹤0.01%
352,062
+23,904
1817
$26.6M ﹤0.01%
433,281
-290,724
1818
$26.6M ﹤0.01%
565,569
-67,089
1819
$26.6M ﹤0.01%
97,773
-7,382
1820
$26.6M ﹤0.01%
1,788,726
+1,323,213
1821
$26.5M ﹤0.01%
2,284,561
+164,820
1822
$26.5M ﹤0.01%
349,212
-329,801
1823
$26.5M ﹤0.01%
562,947
-22,429
1824
$26.4M ﹤0.01%
472,061
-151,127
1825
$26.4M ﹤0.01%
1,178,304
+159,508
71 72
73
74 75