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
2301
$16.8M ﹤0.01%
629,328
+150,956
2302
$16.7M ﹤0.01%
488,188
-9,146
2303
$16.7M ﹤0.01%
659,963
+112,439
2304
$16.7M ﹤0.01%
799,521
+1,672
2305
$16.7M ﹤0.01%
140,423
-9,773
2306
$16.7M ﹤0.01%
146,302
+44,244
2307
$16.6M ﹤0.01%
335,070
-25,100
2308
$16.6M ﹤0.01%
212,618
-1,609
2309
$16.6M ﹤0.01%
242,466
+5,022
2310
$16.6M ﹤0.01%
131,085
+52,114
2311
$16.6M ﹤0.01%
274,735
-1,909
2312
$16.6M ﹤0.01%
173,343
+79,160
2313
$16.6M ﹤0.01%
593,895
-418,569
2314
$16.6M ﹤0.01%
313,975
+89,942
2315
$16.6M ﹤0.01%
247,596
-14,096
2316
$16.6M ﹤0.01%
176,827
+37,462
2317
$16.5M ﹤0.01%
363,502
-110,627
2318
$16.5M ﹤0.01%
414,504
-206,213
2319
$16.5M ﹤0.01%
437,870
-44,115
2320
$16.5M ﹤0.01%
2,095,650
+61,287
2321
$16.5M ﹤0.01%
585,120
-138,250
2322
$16.5M ﹤0.01%
489,018
+36,246
2323
$16.5M ﹤0.01%
219,753
+127,864
2324
$16.5M ﹤0.01%
753,982
-36,204
2325
$16.5M ﹤0.01%
751,311
+519,817