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
2051
$21.1M ﹤0.01%
487,665
+134,364
2052
$21.1M ﹤0.01%
4,712,608
-101,631
2053
$21M ﹤0.01%
2,236,826
+1,235,440
2054
$21M ﹤0.01%
161,445
+83,592
2055
$21M ﹤0.01%
280,134
+65,399
2056
$21M ﹤0.01%
514,177
-122,881
2057
$21M ﹤0.01%
305,652
-4,086
2058
$20.9M ﹤0.01%
962,891
-131,936
2059
$20.9M ﹤0.01%
313,628
-92,216
2060
$20.9M ﹤0.01%
440,977
-25,956
2061
$20.8M ﹤0.01%
1,489,774
+167,091
2062
$20.8M ﹤0.01%
193,885
-169,364
2063
$20.8M ﹤0.01%
488,196
-54,494
2064
$20.8M ﹤0.01%
874,945
+84,062
2065
$20.8M ﹤0.01%
808,141
+303,829
2066
$20.8M ﹤0.01%
249,081
-50,084
2067
$20.7M ﹤0.01%
385,047
-5,405
2068
$20.7M ﹤0.01%
187,504
+116,463
2069
$20.7M ﹤0.01%
1,296,936
+327,619
2070
$20.6M ﹤0.01%
237,345
-17,053
2071
$20.6M ﹤0.01%
347,789
+162,068
2072
$20.6M ﹤0.01%
1,042,105
-50,509
2073
$20.6M ﹤0.01%
510,282
+3,341
2074
$20.5M ﹤0.01%
732,328
-42,046
2075
$20.5M ﹤0.01%
3,673,641
-2,431,632
81 82
83
84 85