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
426
$276M 0.04%
4,331,116
+137,868
427
$275M 0.04%
4,025,925
-102,995
428
$273M 0.04%
4,117,648
+330,024
429
$272M 0.04%
8,513,901
+1,189,535
430
$272M 0.04%
3,022,797
-594,636
431
$271M 0.04%
1,091,255
-104,179
432
$271M 0.04%
5,874,207
-2,112,265
433
$270M 0.04%
2,510,379
-668,264
434
$269M 0.04%
4,277,875
-557,965
435
$267M 0.04%
1,669,178
+299,787
436
$266M 0.04%
938,753
-115,846
437
$266M 0.04%
817,263
-150,066
438
$266M 0.04%
12,213,210
+3,547,722
439
$263M 0.04%
3,730,698
-8,634
440
$263M 0.04%
2,691,879
-626,450
441
$262M 0.04%
+4,762,346
442
$261M 0.04%
4,762,758
-225,467
443
$261M 0.04%
13,041,216
+2,462,489
444
$260M 0.04%
6,860,172
+2,384,310
445
$259M 0.03%
4,021,296
-131,360
446
$258M 0.03%
5,265,599
+183,704
447
$258M 0.03%
2,113,174
+276,385
448
$257M 0.03%
1,685,500
+103,584
449
$257M 0.03%
8,114,400
+1,722,900
450
$255M 0.03%
9,693,238
+351,977
16 17
18
19 20