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
726
$127M 0.02%
8,242,263
-2,840,748
727
$127M 0.02%
2,492,043
+261,634
728
$127M 0.02%
3,062,934
+314,263
729
$127M 0.02%
2,384,647
-435,149
730
$126M 0.02%
428,391
-263,613
731
$126M 0.02%
1,547,019
+43,059
732
$126M 0.02%
1,388,264
-179,582
733
$125M 0.02%
1,257,370
+17,843
734
$125M 0.02%
1,941,718
-334,518
735
$125M 0.02%
2,219,993
-356,930
736
$125M 0.02%
2,107,668
-419,547
737
$125M 0.02%
663,935
+18,168
738
$125M 0.02%
2,206,794
+98,820
739
$125M 0.02%
910,298
-224,091
740
$124M 0.02%
987,512
+48,339
741
$124M 0.02%
1,357,255
+412,193
742
$124M 0.02%
3,364,297
+1,006,450
743
$124M 0.02%
357,304
+89,158
744
$124M 0.02%
1,029,572
-94,619
745
$123M 0.02%
1,158,324
-467,260
746
$123M 0.02%
1,703,961
+174,690
747
$123M 0.02%
2,123,070
+1,175,098
748
$123M 0.02%
2,393,745
-1,256,208
749
$122M 0.02%
708,776
+129,027
750
$122M 0.02%
1,446,842
-97,685
28 29
30
31 32