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
2126
$19.5M ﹤0.01%
245,810
-123,442
2127
$19.5M ﹤0.01%
501,494
-315,996
2128
$19.5M ﹤0.01%
1,160,976
+707,565
2129
$19.5M ﹤0.01%
130,732
+82,051
2130
$19.5M ﹤0.01%
71,251
-28,186
2131
$19.5M ﹤0.01%
642,457
+293,129
2132
$19.5M ﹤0.01%
1,907,775
+205,505
2133
$19.5M ﹤0.01%
435,685
-1,360
2134
$19.4M ﹤0.01%
197,529
-88,819
2135
$19.4M ﹤0.01%
188,326
+47,022
2136
$19.4M ﹤0.01%
299,428
+49,674
2137
$19.4M ﹤0.01%
1,301,608
-695,564
2138
$19.4M ﹤0.01%
637,704
+315,947
2139
$19.4M ﹤0.01%
349,332
+250,308
2140
$19.4M ﹤0.01%
310,098
-738,260
2141
$19.4M ﹤0.01%
239,153
-743,705
2142
$19.4M ﹤0.01%
428,590
-7,624
2143
$19.3M ﹤0.01%
279,029
+167,965
2144
$19.3M ﹤0.01%
525,814
+246,981
2145
$19.3M ﹤0.01%
5,217,988
-607,841
2146
$19.3M ﹤0.01%
851,635
+39,960
2147
$19.3M ﹤0.01%
275,131
+2,533
2148
$19.3M ﹤0.01%
124,414
-93,853
2149
$19.3M ﹤0.01%
396,960
-60,191
2150
$19.3M ﹤0.01%
1,427,858
-84,758
84 85
86
87 88