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
2601
$12.7M ﹤0.01%
97,163
+9,131
2602
$12.7M ﹤0.01%
127,931
-52,472
2603
$12.7M ﹤0.01%
782,285
+262,783
2604
$12.7M ﹤0.01%
1,013,450
+92,929
2605
$12.7M ﹤0.01%
489,654
-2,680
2606
$12.7M ﹤0.01%
171,287
-132,876
2607
$12.7M ﹤0.01%
260,756
+2,961
2608
$12.7M ﹤0.01%
250,420
-28,240
2609
$12.7M ﹤0.01%
617,057
-4,820
2610
$12.7M ﹤0.01%
829,116
-111,723
2611
$12.7M ﹤0.01%
520,833
+179,420
2612
$12.7M ﹤0.01%
821,973
+49,661
2613
$12.6M ﹤0.01%
479,206
+24,931
2614
$12.6M ﹤0.01%
277,580
+14,237
2615
$12.6M ﹤0.01%
143,785
-19,742
2616
$12.6M ﹤0.01%
18,553
-13,917
2617
$12.6M ﹤0.01%
235,792
-1,354
2618
$12.6M ﹤0.01%
308,076
+55,350
2619
$12.6M ﹤0.01%
202,319
+147,446
2620
$12.6M ﹤0.01%
82,676
+18,793
2621
$12.6M ﹤0.01%
257,418
-41,271
2622
$12.6M ﹤0.01%
98,456
-177,762
2623
$12.6M ﹤0.01%
602,140
+93,920
2624
$12.6M ﹤0.01%
536,962
+95,446
2625
$12.6M ﹤0.01%
302,306
-17,054
103 104
105
106 107