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
3826
$4.07M ﹤0.01%
1,560,579
+9,794
3827
$4.07M ﹤0.01%
110,055
-16,650
3828
$4.05M ﹤0.01%
135,801
-9,461
3829
$4.05M ﹤0.01%
116,421
-3,317
3830
$4.05M ﹤0.01%
148,350
-245,816
3831
$4.04M ﹤0.01%
386,411
-16,524
3832
$4.04M ﹤0.01%
164,552
+79,765
3833
$4.04M ﹤0.01%
585,835
+21,137
3834
$4.04M ﹤0.01%
782,273
+337,258
3835
$4.03M ﹤0.01%
4,512,678
-2,062
3836
$4.03M ﹤0.01%
116,568
-12,079
3837
$4.02M ﹤0.01%
680,894
-59,382
3838
$4.01M ﹤0.01%
300,084
+17,512
3839
$4.01M ﹤0.01%
157,493
-154,970
3840
$4M ﹤0.01%
456,964
+120,498
3841
$3.98M ﹤0.01%
168,148
+34,665
3842
$3.98M ﹤0.01%
161,629
+4,981
3843
$3.98M ﹤0.01%
172,921
+166,223
3844
$3.97M ﹤0.01%
553,258
+130,617
3845
$3.97M ﹤0.01%
58,305
+24,159
3846
$3.95M ﹤0.01%
173,182
-48,188
3847
$3.95M ﹤0.01%
50,608
+9,574
3848
$3.95M ﹤0.01%
401,026
-57,587
3849
$3.95M ﹤0.01%
46,434
-9,991
3850
$3.94M ﹤0.01%
32,623
-20
152 153
154
155 156