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
676
$139M 0.02%
4,912,327
+778,767
677
$139M 0.02%
848,657
-217,032
678
$138M 0.02%
930,616
-123,858
679
$138M 0.02%
1,538,511
+22,298
680
$138M 0.02%
642,438
-445,661
681
$137M 0.02%
462,519
+2,205
682
$137M 0.02%
785,145
-82,336
683
$137M 0.02%
1,513,634
-298,565
684
$137M 0.02%
1,897,736
-57,085
685
$137M 0.02%
1,777,097
+22,360
686
$136M 0.02%
1,434,105
+133,653
687
$136M 0.02%
4,772,911
+2,139,276
688
$136M 0.02%
1,172,915
-330,951
689
$136M 0.02%
5,703,328
+142,870
690
$135M 0.02%
2,575,704
-52,676
691
$135M 0.02%
5,489,964
-24,281,530
692
$135M 0.02%
4,126,055
+352,827
693
$135M 0.02%
458,611
+39,908
694
$134M 0.02%
1,732,394
-6,738
695
$134M 0.02%
1,851,847
+72,133
696
$134M 0.02%
1,225,128
-299,783
697
$134M 0.02%
3,307,485
+1,296,532
698
$133M 0.02%
2,800,298
+1,039,164
699
$133M 0.02%
4,690,345
-11,452,416
700
$133M 0.02%
9,256,779
+3,992,454
26 27
28
29 30