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
2326
$16.5M ﹤0.01%
986,270
+64,968
2327
$16.4M ﹤0.01%
213,069
+113,538
2328
$16.4M ﹤0.01%
749,162
-664,435
2329
$16.3M ﹤0.01%
489,573
+56,081
2330
$16.3M ﹤0.01%
1,045,128
+171,796
2331
$16.3M ﹤0.01%
111,608
-5,163
2332
$16.3M ﹤0.01%
3,657,652
+1,870,530
2333
$16.3M ﹤0.01%
396,978
+179,648
2334
$16.2M ﹤0.01%
619,544
+63,029
2335
$16.2M ﹤0.01%
103,141
+25,545
2336
$16.2M ﹤0.01%
2,341,191
+115,028
2337
$16.2M ﹤0.01%
612,727
-135,354
2338
$16.2M ﹤0.01%
1,041,223
+14,031
2339
$16.2M ﹤0.01%
1,960,533
+35,639
2340
$16.2M ﹤0.01%
367,730
-65,575
2341
$16.2M ﹤0.01%
145,491
-10,244
2342
$16.2M ﹤0.01%
3,053,718
-761,182
2343
$16.2M ﹤0.01%
390,587
+131,791
2344
$16.1M ﹤0.01%
677,781
+156,041
2345
$16.1M ﹤0.01%
6,585,851
+1,442,830
2346
$16.1M ﹤0.01%
387,429
+306,771
2347
$16.1M ﹤0.01%
553,246
-100,921
2348
$16.1M ﹤0.01%
381,617
+105,208
2349
$16M ﹤0.01%
228,537
+103,610
2350
$16M ﹤0.01%
1,518,683
+1,414,078