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
3376
$6.4M ﹤0.01%
61,452
-13,453
3377
$6.4M ﹤0.01%
189,975
-143,224
3378
$6.38M ﹤0.01%
103,798
+4,140
3379
$6.37M ﹤0.01%
553,062
-539
3380
$6.36M ﹤0.01%
486,594
+204,020
3381
$6.35M ﹤0.01%
420,036
-14,042
3382
$6.35M ﹤0.01%
93,110
+43,399
3383
$6.35M ﹤0.01%
171,323
-22,658
3384
$6.34M ﹤0.01%
78,171
-12,928
3385
$6.34M ﹤0.01%
85,549
-1,351
3386
$6.34M ﹤0.01%
284,419
+228,052
3387
$6.33M ﹤0.01%
152,851
+29,271
3388
$6.33M ﹤0.01%
121,802
+95,686
3389
$6.32M ﹤0.01%
300,849
-52,446
3390
$6.31M ﹤0.01%
1,252,809
+1,058,992
3391
$6.31M ﹤0.01%
38,165
+38,115
3392
$6.3M ﹤0.01%
85,332
-3,521
3393
$6.29M ﹤0.01%
138,010
-30,851
3394
$6.28M ﹤0.01%
81,226
-17,241
3395
$6.27M ﹤0.01%
67,225
+3,676
3396
$6.27M ﹤0.01%
155,572
+3,627
3397
$6.26M ﹤0.01%
134,739
+3,273
3398
$6.26M ﹤0.01%
90,793
-13,910
3399
$6.26M ﹤0.01%
154,013
-5,116
3400
$6.25M ﹤0.01%
276,560
+57,427
134 135
136
137 138