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
351
$363M 0.05%
6,745,940
-5,451,330
352
$363M 0.05%
9,456,194
+719,019
353
$360M 0.05%
4,825,045
+188,967
354
$360M 0.05%
3,608,436
-126,761
355
$359M 0.05%
18,576,192
+5,687,080
356
$359M 0.05%
1,645,987
+35,273
357
$359M 0.05%
1,410,267
+60,066
358
$358M 0.05%
2,169,728
-7,389,137
359
$358M 0.05%
2,795,744
-621,980
360
$357M 0.05%
1,491,229
-849,817
361
$356M 0.05%
9,436,240
+146,550
362
$354M 0.05%
4,798,748
+650,057
363
$345M 0.05%
3,824,253
-104,700
364
$345M 0.05%
4,304,389
-1,818,113
365
$344M 0.05%
1,123,760
+113,782
366
$343M 0.05%
4,169,514
-268,732
367
$343M 0.05%
7,190,479
+374,413
368
$340M 0.05%
781,979
+154,555
369
$340M 0.05%
8,149,428
+673,180
370
$339M 0.05%
1,804,837
-88,579
371
$338M 0.05%
4,741,959
+854,408
372
$338M 0.05%
6,365,250
-107,458
373
$337M 0.05%
6,805,803
+775,054
374
$335M 0.05%
918,087
-867,898
375
$334M 0.05%
1,383,845
+183,425
13 14
15
16 17