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
876
$98.5M 0.01%
1,961,299
-110,098
877
$98.5M 0.01%
739,045
-44,867
878
$97.9M 0.01%
2,088,820
-832,329
879
$97.6M 0.01%
1,332,767
+130,068
880
$97.5M 0.01%
2,750,214
+404,430
881
$97.4M 0.01%
6,660,063
-100,579
882
$97.3M 0.01%
21,425,917
-1,717,737
883
$97.3M 0.01%
785,006
+39,335
884
$97.2M 0.01%
645,259
+81,518
885
$96.9M 0.01%
1,066,549
-59,793
886
$96.6M 0.01%
4,576,005
-47,024
887
$96.2M 0.01%
1,692,565
-156,578
888
$96.1M 0.01%
1,731,378
-150,226
889
$95.9M 0.01%
1,805,164
-521,135
890
$95.9M 0.01%
1,860,812
-50,692
891
$95.9M 0.01%
568,160
-86,776
892
$95.8M 0.01%
5,975,876
+5,904,504
893
$95.7M 0.01%
1,909,383
-132,745
894
$95.5M 0.01%
895,298
-238,721
895
$95.4M 0.01%
3,734,877
+285,588
896
$94.8M 0.01%
3,843,599
-289,171
897
$94.3M 0.01%
1,998,048
+294,225
898
$94.2M 0.01%
2,143,212
-252,934
899
$94.2M 0.01%
468,966
+240,727
900
$94.1M 0.01%
1,294,999
-228,254
34 35
36
37 38