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
2626
$12.6M ﹤0.01%
321,181
+41,547
2627
$12.6M ﹤0.01%
209,839
+65,943
2628
$12.6M ﹤0.01%
52,597
+9,706
2629
$12.5M ﹤0.01%
484,034
-240,517
2630
$12.5M ﹤0.01%
1,726,684
-87,308
2631
$12.5M ﹤0.01%
540,035
+27,766
2632
$12.5M ﹤0.01%
485,942
+174,135
2633
$12.5M ﹤0.01%
359,000
-17,667
2634
$12.5M ﹤0.01%
106,679
+43,112
2635
$12.5M ﹤0.01%
160,617
+13,996
2636
$12.5M ﹤0.01%
483,668
-135,293
2637
$12.5M ﹤0.01%
254,026
-1,231
2638
$12.5M ﹤0.01%
863,114
+128,326
2639
$12.5M ﹤0.01%
51,902
-29,647
2640
$12.4M ﹤0.01%
225,736
-73,289
2641
$12.4M ﹤0.01%
816,355
-526,211
2642
$12.4M ﹤0.01%
643,239
-73,984
2643
$12.4M ﹤0.01%
185,727
-21,067
2644
$12.4M ﹤0.01%
113,701
-40,814
2645
$12.4M ﹤0.01%
71,714
+12,352
2646
$12.4M ﹤0.01%
195,708
-57,240
2647
$12.4M ﹤0.01%
301,763
-91,862
2648
$12.4M ﹤0.01%
223,462
-50,010
2649
$12.4M ﹤0.01%
737,013
-1,267,049
2650
$12.3M ﹤0.01%
348,036
+172,554
104 105
106
107 108