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
3576
$5.29M ﹤0.01%
249,933
-203,050
3577
$5.29M ﹤0.01%
320,156
+275,717
3578
$5.28M ﹤0.01%
107,373
+7,947
3579
$5.27M ﹤0.01%
218,474
+117,219
3580
$5.26M ﹤0.01%
3,398
+799
3581
$5.26M ﹤0.01%
818,640
-7,356
3582
$5.25M ﹤0.01%
2,028,894
-842,837
3583
$5.25M ﹤0.01%
301,160
-67,587
3584
$5.25M ﹤0.01%
191,009
+20,324
3585
$5.25M ﹤0.01%
148,311
+43,025
3586
$5.25M ﹤0.01%
177,386
-19,776
3587
$5.24M ﹤0.01%
105,136
+22,751
3588
$5.24M ﹤0.01%
157,534
+19,088
3589
$5.23M ﹤0.01%
60,058
+14,043
3590
$5.23M ﹤0.01%
74,320
-18,605
3591
$5.22M ﹤0.01%
8,220
+2,323
3592
$5.22M ﹤0.01%
446,645
-233,590
3593
$5.21M ﹤0.01%
479,056
-460,555
3594
$5.21M ﹤0.01%
497,875
+168,419
3595
$5.21M ﹤0.01%
366,452
+124,336
3596
$5.2M ﹤0.01%
1,173,291
-657,790
3597
$5.2M ﹤0.01%
256,927
+32,779
3598
$5.19M ﹤0.01%
411,191
+45,154
3599
$5.18M ﹤0.01%
75,205
-7,604
3600
$5.17M ﹤0.01%
145,898
+12,335