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
851
$102M 0.01%
334,183
-45,287
852
$102M 0.01%
1,574,922
+107,247
853
$102M 0.01%
763,496
-78,546
854
$102M 0.01%
636,316
+97,328
855
$101M 0.01%
293,487
-68,605
856
$101M 0.01%
1,271,881
+487,358
857
$101M 0.01%
4,614,226
+75,015
858
$101M 0.01%
5,704,215
-489,308
859
$101M 0.01%
1,407,713
+699,143
860
$101M 0.01%
8,616,843
+550,228
861
$101M 0.01%
4,513,548
-442,398
862
$101M 0.01%
8,839,889
+1,079,129
863
$101M 0.01%
624,487
+261,113
864
$100M 0.01%
1,176,318
-81,272
865
$100M 0.01%
2,843,021
+322,568
866
$100M 0.01%
850,460
-430,220
867
$99.9M 0.01%
4,297,559
+279,341
868
$99.8M 0.01%
1,427,546
-93,834
869
$99.6M 0.01%
1,984,307
-748,832
870
$99.6M 0.01%
2,892,503
-229,061
871
$99.5M 0.01%
752,741
-35,639
872
$99.4M 0.01%
2,144,127
-29,730
873
$99.2M 0.01%
11,467,527
+1,824,899
874
$98.7M 0.01%
2,042,272
+638,235
875
$98.5M 0.01%
833,509
-586,239
33 34
35
36 37