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
2076
$20.5M ﹤0.01%
1,111,264
-173,526
2077
$20.5M ﹤0.01%
258,872
-10,905
2078
$20.4M ﹤0.01%
1,559,600
-96,733
2079
$20.4M ﹤0.01%
147,229
-38,746
2080
$20.4M ﹤0.01%
1,689,097
+74,361
2081
$20.4M ﹤0.01%
505,474
-109,667
2082
$20.4M ﹤0.01%
481,341
-139,419
2083
$20.4M ﹤0.01%
437,752
+59,514
2084
$20.4M ﹤0.01%
297,041
-14,870
2085
$20.4M ﹤0.01%
253,721
+27,565
2086
$20.4M ﹤0.01%
395,639
+38,872
2087
$20.4M ﹤0.01%
165,346
-12,879
2088
$20.3M ﹤0.01%
1,314,461
+99,995
2089
$20.3M ﹤0.01%
446,114
-9,854
2090
$20.3M ﹤0.01%
626,284
-392,647
2091
$20.3M ﹤0.01%
341,494
+3,527
2092
$20.3M ﹤0.01%
180,206
+80,824
2093
$20.2M ﹤0.01%
311,411
+43,161
2094
$20.2M ﹤0.01%
755,513
+145,467
2095
$20.2M ﹤0.01%
562,395
-56,347
2096
$20.2M ﹤0.01%
421,184
+267,764
2097
$20.2M ﹤0.01%
1,721,255
+329,017
2098
$20.1M ﹤0.01%
390,046
+90,365
2099
$20.1M ﹤0.01%
1,222,030
+322,885
2100
$20.1M ﹤0.01%
2,590,570
+811,281
82 83
84
85 86