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
3001
$9.01M ﹤0.01%
277,021
-12,997
3002
$9.01M ﹤0.01%
87,167
-11,562
3003
$9M ﹤0.01%
2,662,459
-71,944
3004
$9M ﹤0.01%
183,205
-39,360
3005
$8.99M ﹤0.01%
68,461
-6,989
3006
$8.98M ﹤0.01%
994,952
+42,702
3007
$8.96M ﹤0.01%
1,102,242
-158,957
3008
$8.95M ﹤0.01%
232,748
-15,244
3009
$8.94M ﹤0.01%
24,416
-445
3010
$8.94M ﹤0.01%
916,245
-76,831
3011
$8.93M ﹤0.01%
674,701
+640,111
3012
$8.93M ﹤0.01%
234,054
-21,507
3013
$8.92M ﹤0.01%
120,665
-30,295
3014
$8.92M ﹤0.01%
135,795
-59,613
3015
$8.89M ﹤0.01%
53,518
-90,751
3016
$8.87M ﹤0.01%
327,408
+154,840
3017
$8.87M ﹤0.01%
335,436
-19,145
3018
$8.87M ﹤0.01%
397,983
+53,169
3019
$8.87M ﹤0.01%
97,601
+4,725
3020
$8.87M ﹤0.01%
410,434
+20,804
3021
$8.86M ﹤0.01%
159,873
-410,430
3022
$8.86M ﹤0.01%
580,704
+286,737
3023
$8.84M ﹤0.01%
294,284
+182,880
3024
$8.84M ﹤0.01%
108,768
-22,557
3025
$8.83M ﹤0.01%
205,636
+48,744