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
3626
$5.01M ﹤0.01%
140,784
+22,396
3627
$5.01M ﹤0.01%
809,352
-217,055
3628
$5.01M ﹤0.01%
359,115
+5,867
3629
$5M ﹤0.01%
1,089,947
-563,148
3630
$5M ﹤0.01%
122,845
+24,196
3631
$4.99M ﹤0.01%
405,982
-123,375
3632
$4.99M ﹤0.01%
858,965
-430,619
3633
$4.99M ﹤0.01%
40,034
-9,371
3634
$4.99M ﹤0.01%
98,613
-4,373
3635
$4.98M ﹤0.01%
1,557,188
-1,069,916
3636
$4.97M ﹤0.01%
73,459
+37,183
3637
$4.96M ﹤0.01%
202,965
+9,460
3638
$4.96M ﹤0.01%
210,171
-18,550
3639
$4.95M ﹤0.01%
216,772
+199,616
3640
$4.93M ﹤0.01%
62,812
-9,191
3641
$4.93M ﹤0.01%
66,489
-784
3642
$4.93M ﹤0.01%
144,063
+1,397
3643
$4.93M ﹤0.01%
225,036
-88,746
3644
$4.93M ﹤0.01%
135,538
-21,485
3645
$4.92M ﹤0.01%
1,386,132
-615,657
3646
$4.92M ﹤0.01%
1,359,595
+799,038
3647
$4.91M ﹤0.01%
105,623
-12,242
3648
$4.91M ﹤0.01%
439,482
-585,095
3649
$4.88M ﹤0.01%
82,671
-278,856
3650
$4.88M ﹤0.01%
214,492
+57,367
144 145
146
147 148