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
2901
$9.82M ﹤0.01%
179,564
-57,788
2902
$9.81M ﹤0.01%
231,719
-17,313
2903
$9.8M ﹤0.01%
806,471
-55,559
2904
$9.77M ﹤0.01%
607,800
-38,764
2905
$9.77M ﹤0.01%
177,397
+105,414
2906
$9.76M ﹤0.01%
620,507
+122,161
2907
$9.74M ﹤0.01%
291,248
+43,518
2908
$9.74M ﹤0.01%
81,387
-13,224
2909
$9.71M ﹤0.01%
173,141
+77,365
2910
$9.71M ﹤0.01%
95,831
-43,043
2911
$9.7M ﹤0.01%
546,640
-7,169
2912
$9.7M ﹤0.01%
143,897
-27,123
2913
$9.7M ﹤0.01%
1,136,840
-272,755
2914
$9.7M ﹤0.01%
130,659
+433
2915
$9.67M ﹤0.01%
145,661
-14,439
2916
$9.66M ﹤0.01%
381,868
+381,833
2917
$9.66M ﹤0.01%
1,034,495
+29,892
2918
$9.66M ﹤0.01%
451,856
-381,755
2919
$9.65M ﹤0.01%
254,053
-3,166
2920
$9.63M ﹤0.01%
104,576
+9,657
2921
$9.62M ﹤0.01%
330,531
+72,595
2922
$9.62M ﹤0.01%
97,096
-7,535
2923
$9.62M ﹤0.01%
98,024
+49,686
2924
$9.61M ﹤0.01%
726,817
+54,242
2925
$9.6M ﹤0.01%
228,586
-37,829