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
2726
$11.6M ﹤0.01%
273,039
+76,218
2727
$11.6M ﹤0.01%
484,811
+62,856
2728
$11.6M ﹤0.01%
714,208
+37,442
2729
$11.6M ﹤0.01%
360,599
-55,967
2730
$11.6M ﹤0.01%
125,390
+8,058
2731
$11.6M ﹤0.01%
218,402
+118,004
2732
$11.5M ﹤0.01%
710,047
+333,678
2733
$11.5M ﹤0.01%
524,550
+8,815
2734
$11.5M ﹤0.01%
143,143
+7,166
2735
$11.5M ﹤0.01%
394,066
-48,198
2736
$11.5M ﹤0.01%
183,530
+23,314
2737
$11.5M ﹤0.01%
209,456
-44,367
2738
$11.5M ﹤0.01%
900,721
-21,522
2739
$11.5M ﹤0.01%
271,237
-14,662
2740
$11.5M ﹤0.01%
528,904
-81,973
2741
$11.5M ﹤0.01%
145,816
-140,987
2742
$11.4M ﹤0.01%
1,158,315
+77,124
2743
$11.4M ﹤0.01%
1,810,317
-542,995
2744
$11.4M ﹤0.01%
5,366,347
+586,965
2745
$11.4M ﹤0.01%
82,651
+30,465
2746
$11.4M ﹤0.01%
369,996
+136,133
2747
$11.4M ﹤0.01%
1,435,813
-325,772
2748
$11.4M ﹤0.01%
391,526
-886,866
2749
$11.4M ﹤0.01%
161,398
+13,919
2750
$11.4M ﹤0.01%
863,199
-294,839
108 109
110
111 112