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
2351
$16M ﹤0.01%
242,586
+5,409
2352
$16M ﹤0.01%
759,552
-248,705
2353
$16M ﹤0.01%
657,572
-260,898
2354
$15.9M ﹤0.01%
2,196,600
+245,048
2355
$15.9M ﹤0.01%
634,245
-57,414
2356
$15.9M ﹤0.01%
419,425
-240,322
2357
$15.9M ﹤0.01%
161,024
+84,379
2358
$15.9M ﹤0.01%
393,475
+19,168
2359
$15.8M ﹤0.01%
1,011,660
+95,735
2360
$15.8M ﹤0.01%
321,993
-43,131
2361
$15.8M ﹤0.01%
119,001
+52,248
2362
$15.8M ﹤0.01%
144,219
-19,091
2363
$15.8M ﹤0.01%
313,845
+26,719
2364
$15.8M ﹤0.01%
1,800,170
+192,450
2365
$15.7M ﹤0.01%
358,488
-13,276
2366
$15.7M ﹤0.01%
676,048
+260,930
2367
$15.7M ﹤0.01%
1,545,676
+127,973
2368
$15.7M ﹤0.01%
1,028,726
+476,821
2369
$15.7M ﹤0.01%
601,625
-39,360
2370
$15.6M ﹤0.01%
4,139,903
+68,899
2371
$15.6M ﹤0.01%
390,714
-1,554,736
2372
$15.6M ﹤0.01%
1,593,773
-142,080
2373
$15.6M ﹤0.01%
332,550
-72,246
2374
$15.6M ﹤0.01%
323,534
+200,668
2375
$15.6M ﹤0.01%
1,335,023
+520,816
93 94
95
96 97