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
2676
$12.1M ﹤0.01%
193,271
-92,042
2677
$12M ﹤0.01%
144,387
+127,909
2678
$12M ﹤0.01%
275,612
+90,614
2679
$12M ﹤0.01%
252,827
-135,590
2680
$12M ﹤0.01%
244,867
-21,889
2681
$12M ﹤0.01%
440,117
-125,926
2682
$12M ﹤0.01%
122,318
+2,831
2683
$11.9M ﹤0.01%
2,038,255
+77,131
2684
$11.9M ﹤0.01%
1,073,974
-165,413
2685
$11.9M ﹤0.01%
129,774
+13,352
2686
$11.9M ﹤0.01%
697,823
+47,996
2687
$11.9M ﹤0.01%
349,342
+41,359
2688
$11.9M ﹤0.01%
191,536
+8,959
2689
$11.9M ﹤0.01%
308,493
+40,427
2690
$11.9M ﹤0.01%
166,548
+40,479
2691
$11.9M ﹤0.01%
421,019
+7,920
2692
$11.8M ﹤0.01%
1,679,587
-4,890,081
2693
$11.8M ﹤0.01%
166,406
+20,418
2694
$11.8M ﹤0.01%
425,894
+254,913
2695
$11.8M ﹤0.01%
126,374
+54,425
2696
$11.8M ﹤0.01%
126,963
-38,055
2697
$11.8M ﹤0.01%
47,409
+33,404
2698
$11.8M ﹤0.01%
126,141
+51,810
2699
$11.8M ﹤0.01%
171,681
-358,366
2700
$11.8M ﹤0.01%
345,156
+163,808
106 107
108
109 110