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
3726
$4.53M ﹤0.01%
168,281
+35,270
3727
$4.52M ﹤0.01%
672,175
+208,226
3728
$4.52M ﹤0.01%
572,250
+7,861
3729
$4.52M ﹤0.01%
77,405
+10,631
3730
$4.51M ﹤0.01%
67,808
-58,132
3731
$4.51M ﹤0.01%
327,808
+24,390
3732
$4.51M ﹤0.01%
344,304
+173,447
3733
$4.49M ﹤0.01%
381,807
-320
3734
$4.48M ﹤0.01%
229,299
+11,143
3735
$4.48M ﹤0.01%
168,531
+8,567
3736
$4.47M ﹤0.01%
104,052
+4,982
3737
$4.47M ﹤0.01%
105,313
+13,764
3738
$4.47M ﹤0.01%
85,732
-11,187
3739
$4.47M ﹤0.01%
74,324
+7,471
3740
$4.47M ﹤0.01%
115,180
+32,613
3741
$4.46M ﹤0.01%
217,201
-22,873
3742
$4.46M ﹤0.01%
110,617
-12,074
3743
$4.46M ﹤0.01%
139,301
-590,647
3744
$4.45M ﹤0.01%
235,268
-9,866
3745
$4.45M ﹤0.01%
1,210,041
+54,112
3746
$4.45M ﹤0.01%
383,255
-18,320
3747
$4.43M ﹤0.01%
428,052
+247,623
3748
$4.42M ﹤0.01%
217,704
+10,725
3749
$4.41M ﹤0.01%
13,189
-1,481
3750
$4.41M ﹤0.01%
108,577
-24,713
148 149
150
151 152