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
2876
$10.1M ﹤0.01%
131,133
-58,045
2877
$10.1M ﹤0.01%
140,623
-33,178
2878
$10.1M ﹤0.01%
59,916
+8,689
2879
$10.1M ﹤0.01%
1,100,036
+643,324
2880
$10.1M ﹤0.01%
262,620
-43,304
2881
$10.1M ﹤0.01%
995,234
-286,407
2882
$10M ﹤0.01%
572,983
+316,425
2883
$10M ﹤0.01%
169,328
+111,266
2884
$10M ﹤0.01%
306,401
+43,804
2885
$10M ﹤0.01%
466,043
+89,304
2886
$10M ﹤0.01%
81,162
-37,477
2887
$10M ﹤0.01%
265,750
+68,690
2888
$9.98M ﹤0.01%
430,263
+109,886
2889
$9.96M ﹤0.01%
586,847
+235,226
2890
$9.96M ﹤0.01%
1,077,158
+368,297
2891
$9.94M ﹤0.01%
566,159
+58,301
2892
$9.93M ﹤0.01%
151,569
+29,189
2893
$9.92M ﹤0.01%
302,377
-39,008
2894
$9.91M ﹤0.01%
69,596
-89,311
2895
$9.91M ﹤0.01%
106,778
-25,243
2896
$9.9M ﹤0.01%
678,324
-135,940
2897
$9.88M ﹤0.01%
253,284
-133,735
2898
$9.87M ﹤0.01%
167,282
+8,776
2899
$9.85M ﹤0.01%
316,636
+289,559
2900
$9.84M ﹤0.01%
249,989
+47,884