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
2701
$11.7M ﹤0.01%
101,798
+23,285
2702
$11.7M ﹤0.01%
1,156,938
+762,451
2703
$11.7M ﹤0.01%
1,128,833
-128,301
2704
$11.7M ﹤0.01%
216,243
+2,534
2705
$11.7M ﹤0.01%
53,295
-16,013
2706
$11.7M ﹤0.01%
599,000
+151,369
2707
$11.7M ﹤0.01%
19,123
+3,526
2708
$11.7M ﹤0.01%
133,764
+7,028
2709
$11.7M ﹤0.01%
1,651,970
-75,761
2710
$11.7M ﹤0.01%
376,199
+122,577
2711
$11.7M ﹤0.01%
84,280
-63,069
2712
$11.7M ﹤0.01%
1,100,942
-57,281
2713
$11.7M ﹤0.01%
71,890
-16,666
2714
$11.6M ﹤0.01%
336,701
+149,394
2715
$11.6M ﹤0.01%
683,127
-888,150
2716
$11.6M ﹤0.01%
331,017
-11,560
2717
$11.6M ﹤0.01%
395,606
+58,713
2718
$11.6M ﹤0.01%
899,952
+656,479
2719
$11.6M ﹤0.01%
99,596
-56,765
2720
$11.6M ﹤0.01%
422,333
-5,554
2721
$11.6M ﹤0.01%
1,403,042
-15,911
2722
$11.6M ﹤0.01%
237,163
-187,380
2723
$11.6M ﹤0.01%
380,473
+24,175
2724
$11.6M ﹤0.01%
512,824
-1,574
2725
$11.6M ﹤0.01%
2,527,285
+218,181
107 108
109
110 111