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
2226
$17.9M ﹤0.01%
1,503,853
+28,126
2227
$17.9M ﹤0.01%
1,354,576
+196,782
2228
$17.8M ﹤0.01%
1,229,221
+1,214,429
2229
$17.8M ﹤0.01%
1,523,284
-1,144,605
2230
$17.8M ﹤0.01%
1,160,164
+10,168
2231
$17.8M ﹤0.01%
1,517,199
+1,161,115
2232
$17.8M ﹤0.01%
244,739
+52,735
2233
$17.8M ﹤0.01%
389,043
-34,671
2234
$17.7M ﹤0.01%
1,948,642
+840,967
2235
$17.7M ﹤0.01%
706,476
+197,186
2236
$17.7M ﹤0.01%
118,199
+53,740
2237
$17.7M ﹤0.01%
204,043
-60,910
2238
$17.7M ﹤0.01%
188,234
-109,246
2239
$17.7M ﹤0.01%
1,480,984
+33,566
2240
$17.7M ﹤0.01%
1,046,161
-147,151
2241
$17.7M ﹤0.01%
626,342
+28,377
2242
$17.7M ﹤0.01%
647,361
+315,852
2243
$17.6M ﹤0.01%
432,593
+173,663
2244
$17.6M ﹤0.01%
207,154
-9,487
2245
$17.6M ﹤0.01%
749,680
-894,888
2246
$17.5M ﹤0.01%
+581,382
2247
$17.5M ﹤0.01%
1,925,188
+312,541
2248
$17.5M ﹤0.01%
251,069
+38,225
2249
$17.5M ﹤0.01%
4,005,081
+1,000,422
2250
$17.4M ﹤0.01%
1,176,294
-429,165
88 89
90
91 92