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
2476
$14.2M ﹤0.01%
210,438
+71,460
2477
$14.2M ﹤0.01%
377,845
-202,964
2478
$14.1M ﹤0.01%
156,079
-25,732
2479
$14.1M ﹤0.01%
435,978
-566,588
2480
$14.1M ﹤0.01%
280,659
+55,989
2481
$14.1M ﹤0.01%
107,459
+46,850
2482
$14.1M ﹤0.01%
280,212
+29,503
2483
$14.1M ﹤0.01%
148,844
-150,881
2484
$14.1M ﹤0.01%
192,758
-35,112
2485
$14.1M ﹤0.01%
148,348
-35,895
2486
$14.1M ﹤0.01%
641,111
-25,933
2487
$14M ﹤0.01%
685,222
-115,529
2488
$14M ﹤0.01%
210,817
-91,786
2489
$14M ﹤0.01%
150,001
2490
$14M ﹤0.01%
1,390,495
-810,230
2491
$14M ﹤0.01%
93,651
+26,137
2492
$14M ﹤0.01%
325,743
+2,706
2493
$14M ﹤0.01%
301,745
+10,418
2494
$14M ﹤0.01%
662,773
+35,446
2495
$14M ﹤0.01%
426,714
-3,461
2496
$14M ﹤0.01%
304,040
-23,825
2497
$14M ﹤0.01%
150,333
+25,999
2498
$14M ﹤0.01%
278,071
-6,675
2499
$13.9M ﹤0.01%
264,367
+58,984
2500
$13.9M ﹤0.01%
298,698
+25,766
98 99
100
101 102