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
3176
$7.74M ﹤0.01%
98,184
-787
3177
$7.71M ﹤0.01%
421,448
-23,013
3178
$7.7M ﹤0.01%
510,183
-12,388
3179
$7.7M ﹤0.01%
646,281
-108,048
3180
$7.69M ﹤0.01%
132,457
-2,848
3181
$7.68M ﹤0.01%
128,052
-57,186
3182
$7.68M ﹤0.01%
772,661
+662,839
3183
$7.68M ﹤0.01%
128,102
+37,493
3184
$7.67M ﹤0.01%
297,082
-147,534
3185
$7.66M ﹤0.01%
352,656
-190,861
3186
$7.65M ﹤0.01%
986,456
+172,009
3187
$7.64M ﹤0.01%
124,137
+101,306
3188
$7.64M ﹤0.01%
3,281,214
+2,367,713
3189
$7.63M ﹤0.01%
209,346
+32,335
3190
$7.63M ﹤0.01%
309,113
-220,260
3191
$7.63M ﹤0.01%
78,640
+54,286
3192
$7.63M ﹤0.01%
78,047
-528
3193
$7.62M ﹤0.01%
961,570
-4,366
3194
$7.61M ﹤0.01%
1,012,159
+467,263
3195
$7.61M ﹤0.01%
729,272
-296,586
3196
$7.6M ﹤0.01%
377,426
+39,229
3197
$7.59M ﹤0.01%
210,027
-1,125
3198
$7.58M ﹤0.01%
152,347
-22,155
3199
$7.58M ﹤0.01%
196,488
+4,936
3200
$7.58M ﹤0.01%
248,142
-127,629
126 127
128
129 130