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
3326
$6.72M ﹤0.01%
127,686
+31,391
3327
$6.71M ﹤0.01%
532,406
-459,856
3328
$6.68M ﹤0.01%
402,003
-49,435
3329
$6.67M ﹤0.01%
2,020,177
+1,414,556
3330
$6.66M ﹤0.01%
259,971
+61,611
3331
$6.66M ﹤0.01%
112,283
-10,400
3332
$6.65M ﹤0.01%
152,830
-30,336
3333
$6.64M ﹤0.01%
127,789
-41,979
3334
$6.62M ﹤0.01%
230,109
-77,966
3335
$6.61M ﹤0.01%
129,958
+36,824
3336
$6.61M ﹤0.01%
515,865
+6,013
3337
$6.61M ﹤0.01%
55,176
+34,677
3338
$6.61M ﹤0.01%
238,321
-11,801
3339
$6.61M ﹤0.01%
92,507
+17,952
3340
$6.6M ﹤0.01%
474,158
+27,539
3341
$6.59M ﹤0.01%
862,081
+234,470
3342
$6.57M ﹤0.01%
246,593
+47,222
3343
$6.55M ﹤0.01%
190,210
+4,966
3344
$6.55M ﹤0.01%
299,513
+40,997
3345
$6.55M ﹤0.01%
29,426
+5,375
3346
$6.55M ﹤0.01%
650,998
-1,580
3347
$6.53M ﹤0.01%
169,469
-26,780
3348
$6.51M ﹤0.01%
201,699
-6,160
3349
$6.51M ﹤0.01%
310,403
+3,327
3350
$6.51M ﹤0.01%
350,024
-20,983
132 133
134
135 136