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
2426
$14.8M ﹤0.01%
295,762
+109,257
2427
$14.8M ﹤0.01%
175,066
+6,138
2428
$14.8M ﹤0.01%
289,142
-46,852
2429
$14.8M ﹤0.01%
283,888
+120,112
2430
$14.8M ﹤0.01%
1,785,893
+1,055,116
2431
$14.7M ﹤0.01%
221,400
+14,436
2432
$14.7M ﹤0.01%
801,261
-62,459
2433
$14.6M ﹤0.01%
1,813,674
+107,716
2434
$14.6M ﹤0.01%
1,411,159
+428,850
2435
$14.6M ﹤0.01%
2,181,222
+48,253
2436
$14.6M ﹤0.01%
382,946
+27,471
2437
$14.6M ﹤0.01%
577,848
+120,611
2438
$14.6M ﹤0.01%
192,011
+31,372
2439
$14.5M ﹤0.01%
429,620
+54,585
2440
$14.5M ﹤0.01%
1,296,744
+537,320
2441
$14.5M ﹤0.01%
420,544
-4,437
2442
$14.5M ﹤0.01%
953,851
-61,152
2443
$14.5M ﹤0.01%
192,282
-44,000
2444
$14.5M ﹤0.01%
445,957
-295,741
2445
$14.5M ﹤0.01%
967,333
+131,093
2446
$14.4M ﹤0.01%
748,117
-487,911
2447
$14.4M ﹤0.01%
2,165,177
-888,074
2448
$14.4M ﹤0.01%
1,108,282
+31,185
2449
$14.4M ﹤0.01%
562,435
+110,342
2450
$14.4M ﹤0.01%
486,184
-61,580
96 97
98
99 100