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
1876
$25M ﹤0.01%
582,385
+438,736
1877
$25M ﹤0.01%
512,399
-252,781
1878
$25M ﹤0.01%
1,731,781
-85,172
1879
$25M ﹤0.01%
5,244,620
+1,037,265
1880
$24.9M ﹤0.01%
401,861
+222,341
1881
$24.9M ﹤0.01%
415,605
-141,205
1882
$24.9M ﹤0.01%
422,104
-49,265
1883
$24.8M ﹤0.01%
1,374,179
+132,418
1884
$24.8M ﹤0.01%
151,513
+82,247
1885
$24.8M ﹤0.01%
827,304
-178,916
1886
$24.7M ﹤0.01%
466,828
-170,289
1887
$24.7M ﹤0.01%
1,755,625
+791,898
1888
$24.7M ﹤0.01%
764,755
-1,214,438
1889
$24.7M ﹤0.01%
191,708
-168,160
1890
$24.7M ﹤0.01%
486,143
-53,648
1891
$24.7M ﹤0.01%
1,149,542
+40,753
1892
$24.7M ﹤0.01%
476,134
-137,081
1893
$24.6M ﹤0.01%
75,576
-5,311
1894
$24.6M ﹤0.01%
967,942
+515,868
1895
$24.6M ﹤0.01%
575,556
-98,228
1896
$24.6M ﹤0.01%
1,207,556
+11,155
1897
$24.6M ﹤0.01%
985,999
+819,389
1898
$24.6M ﹤0.01%
142,173
-90,504
1899
$24.6M ﹤0.01%
221,434
+87,054
1900
$24.5M ﹤0.01%
285,588
-131,131
74 75
76
77 78