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
551
$191M 0.03%
1,458,159
+398,419
552
$191M 0.03%
2,480,507
-276,325
553
$191M 0.03%
3,568,731
+37,208
554
$190M 0.03%
4,160,538
+121,242
555
$189M 0.03%
13,780,138
-8,973,268
556
$188M 0.03%
777,300
-101,971
557
$188M 0.03%
866,515
-102,665
558
$188M 0.03%
4,086,738
-160,180
559
$187M 0.03%
6,439,386
+955,731
560
$187M 0.03%
+3,326,060
561
$186M 0.03%
3,396,144
+48,335
562
$186M 0.03%
369,115
-12,684
563
$185M 0.02%
1,666,911
+406,162
564
$184M 0.02%
13,189,594
+251,001
565
$184M 0.02%
3,371,862
-76,798
566
$182M 0.02%
1,703,659
+61,827
567
$182M 0.02%
1,801,708
-1,086,406
568
$181M 0.02%
3,676,207
+436,918
569
$181M 0.02%
4,175,754
-736,009
570
$180M 0.02%
1,356,898
-281,670
571
$179M 0.02%
872,872
+39,456
572
$178M 0.02%
447,758
-9,344
573
$178M 0.02%
2,538,625
-457,187
574
$176M 0.02%
8,003,565
+256,943
575
$176M 0.02%
2,096,139
-496,099
21 22
23
24 25