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
3401
$6.24M ﹤0.01%
126,659
-19,553
3402
$6.24M ﹤0.01%
83,864
-4,461
3403
$6.23M ﹤0.01%
89,544
-3,887
3404
$6.23M ﹤0.01%
129,118
-82,010
3405
$6.22M ﹤0.01%
864,573
-617,355
3406
$6.22M ﹤0.01%
104,185
+20,042
3407
$6.21M ﹤0.01%
484,805
+18,354
3408
$6.21M ﹤0.01%
973,696
-149,528
3409
$6.21M ﹤0.01%
950,901
+148,022
3410
$6.2M ﹤0.01%
633,482
+341,301
3411
$6.2M ﹤0.01%
341,738
-46,962
3412
$6.19M ﹤0.01%
23,059
-29,085
3413
$6.19M ﹤0.01%
140,208
-113,364
3414
$6.16M ﹤0.01%
318,816
+51,306
3415
$6.16M ﹤0.01%
452,402
+44,250
3416
$6.15M ﹤0.01%
227,916
+77,778
3417
$6.15M ﹤0.01%
354,802
+56,584
3418
$6.15M ﹤0.01%
138,396
-1,060
3419
$6.14M ﹤0.01%
531,553
+60,003
3420
$6.14M ﹤0.01%
345,733
+37,873
3421
$6.14M ﹤0.01%
1,677,136
-35,518
3422
$6.13M ﹤0.01%
247,564
+34,444
3423
$6.12M ﹤0.01%
2,381,888
-352,856
3424
$6.12M ﹤0.01%
969,199
-148,706
3425
$6.11M ﹤0.01%
81,606
-25,245
135 136
137
138 139