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
3351
$6.51M ﹤0.01%
149,637
+2,756
3352
$6.51M ﹤0.01%
199,058
-789,203
3353
$6.5M ﹤0.01%
146,588
+20,497
3354
$6.5M ﹤0.01%
384,518
+129,818
3355
$6.49M ﹤0.01%
328,377
-65,537
3356
$6.47M ﹤0.01%
1,620,435
+41,242
3357
$6.46M ﹤0.01%
21,517
+10,339
3358
$6.46M ﹤0.01%
276,657
+41,212
3359
$6.46M ﹤0.01%
122,620
-45,787
3360
$6.46M ﹤0.01%
197,840
-61,674
3361
$6.46M ﹤0.01%
562,194
+95,529
3362
$6.45M ﹤0.01%
93,143
-169,341
3363
$6.43M ﹤0.01%
541,561
+251,177
3364
$6.43M ﹤0.01%
296,880
+97,291
3365
$6.43M ﹤0.01%
114,673
-20,446
3366
$6.43M ﹤0.01%
146,658
+71,584
3367
$6.42M ﹤0.01%
146,031
-82,026
3368
$6.42M ﹤0.01%
395,625
-187,835
3369
$6.42M ﹤0.01%
692,624
+459,504
3370
$6.42M ﹤0.01%
227,671
-8,058
3371
$6.41M ﹤0.01%
83,169
+39,877
3372
$6.41M ﹤0.01%
670,004
-809,025
3373
$6.4M ﹤0.01%
330,783
+98,445
3374
$6.4M ﹤0.01%
72,730
-28,896
3375
$6.4M ﹤0.01%
480,676
+134,274