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
2026
$21.6M ﹤0.01%
369,309
-85,587
2027
$21.5M ﹤0.01%
204,874
-4,206
2028
$21.5M ﹤0.01%
852,296
+401,987
2029
$21.5M ﹤0.01%
282,074
+43,922
2030
$21.5M ﹤0.01%
494,415
-60,747
2031
$21.5M ﹤0.01%
444,028
+374,988
2032
$21.5M ﹤0.01%
251,060
+41,333
2033
$21.5M ﹤0.01%
665,704
+154,026
2034
$21.4M ﹤0.01%
1,449,680
+93,629
2035
$21.4M ﹤0.01%
328,175
-3,456
2036
$21.4M ﹤0.01%
541,249
-68,856
2037
$21.3M ﹤0.01%
415,140
+107,624
2038
$21.3M ﹤0.01%
1,121,770
+155,072
2039
$21.3M ﹤0.01%
586,144
+54,672
2040
$21.3M ﹤0.01%
1,514,261
+40,198
2041
$21.2M ﹤0.01%
408,811
+182,407
2042
$21.2M ﹤0.01%
1,371,455
+399,787
2043
$21.2M ﹤0.01%
296,050
-95,774
2044
$21.2M ﹤0.01%
219,147
+92,135
2045
$21.2M ﹤0.01%
2,211,455
-69,535
2046
$21.2M ﹤0.01%
365,510
-81,047
2047
$21.1M ﹤0.01%
363,298
+213,170
2048
$21.1M ﹤0.01%
467,421
-118,938
2049
$21.1M ﹤0.01%
268,016
-291,771
2050
$21.1M ﹤0.01%
2,431,116
+145,469
80 81
82
83 84