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
3226
$7.41M ﹤0.01%
47,365
-13,768
3227
$7.4M ﹤0.01%
128,144
-39,053
3228
$7.4M ﹤0.01%
302,250
-395,800
3229
$7.39M ﹤0.01%
1,363,886
-207,196
3230
$7.39M ﹤0.01%
562,974
-38,069
3231
$7.39M ﹤0.01%
264,816
+17,409
3232
$7.38M ﹤0.01%
892,865
+222,337
3233
$7.38M ﹤0.01%
208,484
-4,748
3234
$7.35M ﹤0.01%
88,197
-85,068
3235
$7.34M ﹤0.01%
377,467
+55,908
3236
$7.34M ﹤0.01%
88,756
+33,411
3237
$7.33M ﹤0.01%
73,932
-13,747
3238
$7.33M ﹤0.01%
130,572
-49,809
3239
$7.32M ﹤0.01%
316,939
-41,536
3240
$7.3M ﹤0.01%
121,698
-6,287
3241
$7.29M ﹤0.01%
147,295
+14,909
3242
$7.29M ﹤0.01%
91,695
+7,564
3243
$7.28M ﹤0.01%
168,301
-12,199
3244
$7.28M ﹤0.01%
1,276,658
+384,725
3245
$7.27M ﹤0.01%
39,072
-4,301
3246
$7.25M ﹤0.01%
297,902
-82,317
3247
$7.24M ﹤0.01%
593,688
+49,311
3248
$7.23M ﹤0.01%
2,238,082
-4,354,232
3249
$7.21M ﹤0.01%
382,203
-21,176
3250
$7.18M ﹤0.01%
266,065
-307,256
128 129
130
131 132