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
1826
$26.4M ﹤0.01%
1,502,836
+790,755
1827
$26.4M ﹤0.01%
1,806,974
+335,453
1828
$26.4M ﹤0.01%
1,624,408
+166,052
1829
$26.4M ﹤0.01%
925,251
+87,996
1830
$26.3M ﹤0.01%
820,501
-375,545
1831
$26.2M ﹤0.01%
681,984
-80,004
1832
$26.2M ﹤0.01%
1,108,424
+1,018,874
1833
$26.2M ﹤0.01%
1,774,822
+159,848
1834
$26.2M ﹤0.01%
232,582
+91,869
1835
$26.1M ﹤0.01%
899,430
+54,254
1836
$26.1M ﹤0.01%
1,895,716
+37,278
1837
$26.1M ﹤0.01%
431,990
+329,232
1838
$26.1M ﹤0.01%
817,502
-13,013
1839
$26.1M ﹤0.01%
408,510
+64,563
1840
$26.1M ﹤0.01%
869,542
+249,900
1841
$26M ﹤0.01%
659,973
+88,868
1842
$26M ﹤0.01%
296,055
+99,188
1843
$26M ﹤0.01%
1,522,194
-49,383
1844
$26M ﹤0.01%
708,126
+22,447
1845
$26M ﹤0.01%
297,964
-25,203
1846
$25.9M ﹤0.01%
490,003
-152,012
1847
$25.9M ﹤0.01%
670,220
-192,272
1848
$25.9M ﹤0.01%
497,883
-83,343
1849
$25.8M ﹤0.01%
802,370
+638,371
1850
$25.7M ﹤0.01%
607,763
-195,948
72 73
74
75 76