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
1976
$22.7M ﹤0.01%
456,706
+163,951
1977
$22.7M ﹤0.01%
705,655
+418,397
1978
$22.7M ﹤0.01%
273,845
+14,506
1979
$22.7M ﹤0.01%
892,166
+277,395
1980
$22.7M ﹤0.01%
1,329,686
-204,156
1981
$22.7M ﹤0.01%
519,939
+18,310
1982
$22.6M ﹤0.01%
624,756
-1,123
1983
$22.6M ﹤0.01%
297,009
-469,630
1984
$22.6M ﹤0.01%
3,412,459
-536,279
1985
$22.6M ﹤0.01%
172,079
-20,427
1986
$22.5M ﹤0.01%
1,200,248
+51,166
1987
$22.4M ﹤0.01%
235,439
+5,175
1988
$22.4M ﹤0.01%
138,038
-39,360
1989
$22.4M ﹤0.01%
128,680
+124,141
1990
$22.4M ﹤0.01%
671,624
+146,712
1991
$22.3M ﹤0.01%
698,452
+541,220
1992
$22.3M ﹤0.01%
268,702
-15,134
1993
$22.3M ﹤0.01%
905,532
+660,844
1994
$22.2M ﹤0.01%
1,925,677
+549,972
1995
$22.2M ﹤0.01%
117,929
-36,815
1996
$22.2M ﹤0.01%
3,785,511
+780,199
1997
$22.2M ﹤0.01%
417,677
+313,850
1998
$22.2M ﹤0.01%
748,543
-292,822
1999
$22.2M ﹤0.01%
904,638
+85,857
2000
$22.1M ﹤0.01%
244,964
+61,125
78 79
80
81 82