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
3776
$4.27M ﹤0.01%
264,093
+159,768
3777
$4.27M ﹤0.01%
1,118,098
-698,688
3778
$4.27M ﹤0.01%
36,305
-13,598
3779
$4.27M ﹤0.01%
248,946
+45,204
3780
$4.26M ﹤0.01%
462,278
-2,483
3781
$4.26M ﹤0.01%
171,592
-7,684
3782
$4.25M ﹤0.01%
197,731
-6,817
3783
$4.25M ﹤0.01%
45,102
+6,576
3784
$4.24M ﹤0.01%
305,846
-2,311
3785
$4.24M ﹤0.01%
169,381
-32,257
3786
$4.24M ﹤0.01%
29,776
+2,540
3787
$4.23M ﹤0.01%
303
+95
3788
$4.23M ﹤0.01%
2,053,435
-190,038
3789
$4.22M ﹤0.01%
594,175
-10,335
3790
$4.22M ﹤0.01%
91,894
-25,376
3791
$4.21M ﹤0.01%
245,778
-70,150
3792
$4.21M ﹤0.01%
314,720
+5,731
3793
$4.21M ﹤0.01%
191,105
+29,751
3794
$4.21M ﹤0.01%
63,612
+14,485
3795
$4.2M ﹤0.01%
1,921,260
-164,180
3796
$4.2M ﹤0.01%
1,080,189
-396,893
3797
$4.19M ﹤0.01%
101,269
-3,662
3798
$4.19M ﹤0.01%
21,821
+550
3799
$4.18M ﹤0.01%
383,624
-182,418
3800
$4.17M ﹤0.01%
242,449
+3,937
150 151
152
153 154