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
3501
$5.68M ﹤0.01%
76,592
+14,315
3502
$5.66M ﹤0.01%
258,354
+30,990
3503
$5.63M ﹤0.01%
401,636
-11,621
3504
$5.62M ﹤0.01%
465,478
+115,108
3505
$5.62M ﹤0.01%
549,422
+76,604
3506
$5.62M ﹤0.01%
229,761
-121,997
3507
$5.62M ﹤0.01%
200,456
-3,306,827
3508
$5.61M ﹤0.01%
220,036
-75,909
3509
$5.61M ﹤0.01%
128,016
+30,670
3510
$5.61M ﹤0.01%
435,996
+227,682
3511
$5.61M ﹤0.01%
86,284
-30,921
3512
$5.6M ﹤0.01%
158,487
-4,142
3513
$5.59M ﹤0.01%
29,994
+25,935
3514
$5.59M ﹤0.01%
128,528
-16,075
3515
$5.58M ﹤0.01%
142,856
-48,918
3516
$5.58M ﹤0.01%
114,683
-111,192
3517
$5.56M ﹤0.01%
982,448
-783,274
3518
$5.56M ﹤0.01%
202,734
+60,514
3519
$5.56M ﹤0.01%
221,817
-18,411
3520
$5.55M ﹤0.01%
379,488
+104,922
3521
$5.55M ﹤0.01%
240,578
+29,411
3522
$5.54M ﹤0.01%
447,274
-56,112
3523
$5.54M ﹤0.01%
240,729
-99,954
3524
$5.54M ﹤0.01%
499,816
-180,203
3525
$5.53M ﹤0.01%
37,792
-10,538
139 140
141
142 143