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
3451
$5.94M ﹤0.01%
137,859
+94,069
3452
$5.93M ﹤0.01%
176,338
-57,124
3453
$5.92M ﹤0.01%
670,812
+170,385
3454
$5.92M ﹤0.01%
532,373
-30,646
3455
$5.92M ﹤0.01%
408,509
-210,427
3456
$5.92M ﹤0.01%
323,793
+221,224
3457
$5.91M ﹤0.01%
646,315
-1,165,845
3458
$5.9M ﹤0.01%
501,019
-94,993
3459
$5.9M ﹤0.01%
90,479
+90,308
3460
$5.9M ﹤0.01%
118,790
-10,279
3461
$5.9M ﹤0.01%
842,656
-122,439
3462
$5.9M ﹤0.01%
399,616
+225,777
3463
$5.9M ﹤0.01%
328,175
+12,297
3464
$5.9M ﹤0.01%
403,301
-50,713
3465
$5.89M ﹤0.01%
61,252
-21,984
3466
$5.89M ﹤0.01%
762,071
+308,551
3467
$5.89M ﹤0.01%
74,833
+7,886
3468
$5.89M ﹤0.01%
178,422
+20,237
3469
$5.89M ﹤0.01%
178,413
-40,554
3470
$5.88M ﹤0.01%
996,707
+247,259
3471
$5.88M ﹤0.01%
685,642
-137,780
3472
$5.85M ﹤0.01%
143,273
-25,203
3473
$5.84M ﹤0.01%
95,806
-289
3474
$5.84M ﹤0.01%
317,885
-95,991
3475
$5.84M ﹤0.01%
91,276
-10,046
137 138
139
140 141