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
3801
$4.17M ﹤0.01%
101,661
-4,351
3802
$4.17M ﹤0.01%
280,998
+19,213
3803
$4.17M ﹤0.01%
148,212
+78,249
3804
$4.16M ﹤0.01%
34,760
+1,175
3805
$4.16M ﹤0.01%
320,011
-154,625
3806
$4.16M ﹤0.01%
41,516
-483
3807
$4.16M ﹤0.01%
87,936
-44,260
3808
$4.16M ﹤0.01%
192,429
+24,988
3809
$4.15M ﹤0.01%
153,207
+13,562
3810
$4.15M ﹤0.01%
68,745
+43,992
3811
$4.13M ﹤0.01%
103,656
-6,334
3812
$4.13M ﹤0.01%
16,670
-22,926
3813
$4.12M ﹤0.01%
68,202
+33,731
3814
$4.12M ﹤0.01%
244,456
+6,369
3815
$4.12M ﹤0.01%
273,632
-30,652
3816
$4.12M ﹤0.01%
99,032
+14,458
3817
$4.12M ﹤0.01%
913,316
+237,042
3818
$4.12M ﹤0.01%
685,009
-379,682
3819
$4.12M ﹤0.01%
362,273
-31,925
3820
$4.11M ﹤0.01%
79,380
+16,696
3821
$4.11M ﹤0.01%
190,895
-78,904
3822
$4.1M ﹤0.01%
278,026
+3,901
3823
$4.09M ﹤0.01%
170,741
-32,774
3824
$4.08M ﹤0.01%
396,662
+17,434
3825
$4.08M ﹤0.01%
323,111
-57,332
151 152
153
154 155