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
3476
$5.84M ﹤0.01%
72,754
-2,063
3477
$5.83M ﹤0.01%
654,595
-52,211
3478
$5.83M ﹤0.01%
413,988
+204,482
3479
$5.82M ﹤0.01%
288,992
-32,782
3480
$5.8M ﹤0.01%
281,563
-149,712
3481
$5.8M ﹤0.01%
103,358
+69,343
3482
$5.8M ﹤0.01%
52,794
-683
3483
$5.8M ﹤0.01%
407,557
+21,196
3484
$5.8M ﹤0.01%
146,494
+4,100
3485
$5.8M ﹤0.01%
120,789
+27,713
3486
$5.79M ﹤0.01%
215,370
+5,455
3487
$5.78M ﹤0.01%
124,653
-98,178
3488
$5.78M ﹤0.01%
225,990
+105,476
3489
$5.77M ﹤0.01%
151,410
-102,177
3490
$5.77M ﹤0.01%
49,525
+44,085
3491
$5.76M ﹤0.01%
389,531
+135,270
3492
$5.75M ﹤0.01%
842,375
+602,709
3493
$5.73M ﹤0.01%
788,575
-153,766
3494
$5.73M ﹤0.01%
43,219
-6,743
3495
$5.73M ﹤0.01%
137,163
-4,131
3496
$5.72M ﹤0.01%
197,507
-4,625
3497
$5.72M ﹤0.01%
364,317
+1,752
3498
$5.71M ﹤0.01%
269,878
-205,916
3499
$5.71M ﹤0.01%
230,073
+163,024
3500
$5.69M ﹤0.01%
162,355
-41,097
138 139
140
141 142