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
2176
$18.8M ﹤0.01%
126,732
-7,114
2177
$18.8M ﹤0.01%
34,200
+7,347
2178
$18.8M ﹤0.01%
348,736
+117
2179
$18.8M ﹤0.01%
2,643,625
+1,587,770
2180
$18.8M ﹤0.01%
223,942
-682
2181
$18.7M ﹤0.01%
754,388
+129,796
2182
$18.7M ﹤0.01%
967,742
+91,326
2183
$18.7M ﹤0.01%
128,478
-10,058
2184
$18.7M ﹤0.01%
565,122
+276,594
2185
$18.7M ﹤0.01%
1,812,882
-198,790
2186
$18.6M ﹤0.01%
1,294,998
+80,104
2187
$18.6M ﹤0.01%
1,687,726
-132,690
2188
$18.6M ﹤0.01%
522,220
+142,065
2189
$18.6M ﹤0.01%
841,704
+335,870
2190
$18.6M ﹤0.01%
745,644
-138,589
2191
$18.6M ﹤0.01%
825,192
+134,169
2192
$18.6M ﹤0.01%
824,894
+123,885
2193
$18.6M ﹤0.01%
1,425,841
+216,848
2194
$18.5M ﹤0.01%
333,839
+75,657
2195
$18.5M ﹤0.01%
369,432
+120,586
2196
$18.5M ﹤0.01%
488,471
+137,763
2197
$18.5M ﹤0.01%
947,826
-284,651
2198
$18.4M ﹤0.01%
921,894
+108,157
2199
$18.4M ﹤0.01%
178,979
+11,786
2200
$18.4M ﹤0.01%
310,912
-56,523
86 87
88
89 90