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
3701
$4.67M ﹤0.01%
40,224
-32,197
3702
$4.67M ﹤0.01%
101,914
+15,947
3703
$4.67M ﹤0.01%
334,443
-97,995
3704
$4.66M ﹤0.01%
60,814
-373
3705
$4.65M ﹤0.01%
66,057
-16,818
3706
$4.64M ﹤0.01%
173,270
-24,973
3707
$4.63M ﹤0.01%
62,258
-154,082
3708
$4.63M ﹤0.01%
323,178
-377,433
3709
$4.63M ﹤0.01%
269,072
+58,635
3710
$4.61M ﹤0.01%
96,599
+3,060
3711
$4.61M ﹤0.01%
205,917
-15,970
3712
$4.6M ﹤0.01%
661,813
+439,272
3713
$4.59M ﹤0.01%
114,348
-4,206
3714
$4.58M ﹤0.01%
59,260
-6,456
3715
$4.57M ﹤0.01%
110,713
+70,594
3716
$4.57M ﹤0.01%
56,676
+5,160
3717
$4.56M ﹤0.01%
70,080
+4,292
3718
$4.56M ﹤0.01%
89,458
-31,447
3719
$4.55M ﹤0.01%
230,497
+40,364
3720
$4.55M ﹤0.01%
176,239
+138,265
3721
$4.55M ﹤0.01%
347,201
-44,945
3722
$4.55M ﹤0.01%
176,273
-59
3723
$4.54M ﹤0.01%
334,275
+21,427
3724
$4.53M ﹤0.01%
447,823
+2,895
3725
$4.53M ﹤0.01%
3,986
+253
147 148
149
150 151