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
476
$235M 0.03%
5,846,539
+301,041
477
$235M 0.03%
10,551,707
+1,071,496
478
$234M 0.03%
7,081,068
+4,499,455
479
$234M 0.03%
11,158,331
+407,403
480
$233M 0.03%
886,776
+4,498
481
$231M 0.03%
4,775,641
+533,311
482
$230M 0.03%
2,893,490
+73,415
483
$230M 0.03%
1,120,006
+12,232
484
$229M 0.03%
4,991,990
-339,088
485
$228M 0.03%
4,972,601
+138,434
486
$228M 0.03%
3,428,462
+301,614
487
$227M 0.03%
3,216,550
+178,285
488
$226M 0.03%
1,722,484
+378,314
489
$226M 0.03%
1,654,350
-519,080
490
$225M 0.03%
3,542,494
+1,684,642
491
$225M 0.03%
992,008
-537,823
492
$224M 0.03%
4,049,948
+1,195,066
493
$224M 0.03%
5,589,544
+958,952
494
$224M 0.03%
2,085,166
+103,859
495
$223M 0.03%
408,124
-116,937
496
$222M 0.03%
2,956,233
+957,728
497
$222M 0.03%
7,555,053
+890,069
498
$221M 0.03%
22,806,370
+902,912
499
$220M 0.03%
2,525,875
-340,511
500
$219M 0.03%
1,022,133
+149,768
18 19
20
21 22