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
2651
$12.3M ﹤0.01%
249,191
+97,461
2652
$12.3M ﹤0.01%
507,233
-159,278
2653
$12.3M ﹤0.01%
818,205
-29,845
2654
$12.3M ﹤0.01%
297,251
-11,093
2655
$12.3M ﹤0.01%
405,916
-33,913
2656
$12.3M ﹤0.01%
1,038,988
-74,280
2657
$12.2M ﹤0.01%
1,105,216
+35,014
2658
$12.2M ﹤0.01%
470,038
+86,585
2659
$12.2M ﹤0.01%
1,086,553
-14,413
2660
$12.2M ﹤0.01%
256,869
-192,733
2661
$12.2M ﹤0.01%
1,090,803
+37,776
2662
$12.2M ﹤0.01%
283,145
+112,657
2663
$12.2M ﹤0.01%
102,552
+19,949
2664
$12.2M ﹤0.01%
289,231
-32,185
2665
$12.2M ﹤0.01%
440,804
+152,402
2666
$12.1M ﹤0.01%
554,053
+35,941
2667
$12.1M ﹤0.01%
112,436
+10,290
2668
$12.1M ﹤0.01%
509,285
-50,773
2669
$12.1M ﹤0.01%
697,701
+420,225
2670
$12.1M ﹤0.01%
917,685
+318,426
2671
$12.1M ﹤0.01%
147,244
+69,164
2672
$12.1M ﹤0.01%
813,490
+4,860
2673
$12.1M ﹤0.01%
1,033,093
-5,759
2674
$12.1M ﹤0.01%
928,233
+182,309
2675
$12.1M ﹤0.01%
844,247
+161,593
105 106
107
108 109