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
1851
$25.7M ﹤0.01%
230,536
-36,015
1852
$25.7M ﹤0.01%
692,636
-215,086
1853
$25.7M ﹤0.01%
803,377
+119,550
1854
$25.7M ﹤0.01%
279,694
+9,700
1855
$25.7M ﹤0.01%
750,464
-203,110
1856
$25.6M ﹤0.01%
413,330
-151,478
1857
$25.6M ﹤0.01%
215,243
-193,432
1858
$25.6M ﹤0.01%
401,434
-136,099
1859
$25.5M ﹤0.01%
99,058
+24,344
1860
$25.5M ﹤0.01%
1,231,574
+386,256
1861
$25.5M ﹤0.01%
679,449
+337,106
1862
$25.4M ﹤0.01%
480,026
-374,556
1863
$25.4M ﹤0.01%
1,302,034
-117,868
1864
$25.4M ﹤0.01%
175,359
+4,502
1865
$25.4M ﹤0.01%
447,885
+171,639
1866
$25.3M ﹤0.01%
2,353,632
-318,986
1867
$25.3M ﹤0.01%
370,149
+2,846
1868
$25.3M ﹤0.01%
327,828
-16,457
1869
$25.3M ﹤0.01%
1,102,704
-77,381
1870
$25.3M ﹤0.01%
1,569,624
+663,003
1871
$25.2M ﹤0.01%
630,620
+6,908
1872
$25.2M ﹤0.01%
484,811
+5,347
1873
$25.1M ﹤0.01%
934,864
+41,918
1874
$25.1M ﹤0.01%
1,232,676
+569,759
1875
$25M ﹤0.01%
655,290
+371,447
73 74
75
76 77