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
3851
$3.94M ﹤0.01%
246,560
+55,311
3852
$3.94M ﹤0.01%
163,346
-1,542
3853
$3.93M ﹤0.01%
737,168
+295,579
3854
$3.93M ﹤0.01%
306,547
-11,107
3855
$3.92M ﹤0.01%
272,162
+27,855
3856
$3.92M ﹤0.01%
80,671
+22,916
3857
$3.91M ﹤0.01%
69,247
+2,489
3858
$3.91M ﹤0.01%
47,766
-49,343
3859
$3.91M ﹤0.01%
366,132
+1,460
3860
$3.9M ﹤0.01%
179,903
+16,502
3861
$3.9M ﹤0.01%
120,557
-21,636
3862
$3.9M ﹤0.01%
86,628
+39,916
3863
$3.9M ﹤0.01%
240,063
+120,881
3864
$3.88M ﹤0.01%
289,029
-23,972
3865
$3.88M ﹤0.01%
721,453
-475,146
3866
$3.88M ﹤0.01%
73,993
-13,581
3867
$3.87M ﹤0.01%
236,088
+4,094
3868
$3.87M ﹤0.01%
73,221
+1,400
3869
$3.86M ﹤0.01%
87,917
-62,095
3870
$3.85M ﹤0.01%
116,052
+23,688
3871
$3.85M ﹤0.01%
214,091
-19,810
3872
$3.85M ﹤0.01%
117,716
-14,244
3873
$3.85M ﹤0.01%
164,251
-2,288
3874
$3.85M ﹤0.01%
168,772
-263
3875
$3.84M ﹤0.01%
219,083
+34,169
153 154
155
156 157