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
1951
$23.2M ﹤0.01%
753,605
+121,698
1952
$23.2M ﹤0.01%
929,586
+305,694
1953
$23.1M ﹤0.01%
613,573
-14,573
1954
$23.1M ﹤0.01%
342,344
+45,543
1955
$23.1M ﹤0.01%
596,840
+41,234
1956
$23.1M ﹤0.01%
189,444
+109,813
1957
$23M ﹤0.01%
1,879,761
-113,837
1958
$23M ﹤0.01%
177,971
-8,302
1959
$23M ﹤0.01%
722,224
-121,268
1960
$23M ﹤0.01%
168,460
-98
1961
$23M ﹤0.01%
1,757,243
+117,595
1962
$23M ﹤0.01%
365,610
+88,333
1963
$22.9M ﹤0.01%
651,680
+68,650
1964
$22.9M ﹤0.01%
771,979
-125,443
1965
$22.9M ﹤0.01%
286,210
-23,616
1966
$22.9M ﹤0.01%
2,998,827
+1,333,720
1967
$22.9M ﹤0.01%
275,188
+23,634
1968
$22.9M ﹤0.01%
414,915
+310,536
1969
$22.9M ﹤0.01%
5,351,601
-361,202
1970
$22.8M ﹤0.01%
375,605
-368,383
1971
$22.8M ﹤0.01%
87,562
-30,903
1972
$22.8M ﹤0.01%
218,046
+4,301
1973
$22.8M ﹤0.01%
940,382
+277,723
1974
$22.8M ﹤0.01%
267,056
+17,390
1975
$22.7M ﹤0.01%
1,632,178
-109,823
77 78
79
80 81