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
3876
$3.83M ﹤0.01%
393,136
-107,834
3877
$3.83M ﹤0.01%
158,407
-264,247
3878
$3.82M ﹤0.01%
59,509
-2,951
3879
$3.82M ﹤0.01%
105,603
-37,231
3880
$3.81M ﹤0.01%
155,081
-1,321
3881
$3.81M ﹤0.01%
228,478
+34,722
3882
$3.81M ﹤0.01%
1,183,731
-98,844
3883
$3.81M ﹤0.01%
255,021
-42,602
3884
$3.81M ﹤0.01%
102,694
+11,707
3885
$3.8M ﹤0.01%
97,943
-51,010
3886
$3.8M ﹤0.01%
154,654
+73,055
3887
$3.79M ﹤0.01%
142,153
+8,828
3888
$3.79M ﹤0.01%
124,305
+63,521
3889
$3.78M ﹤0.01%
155,540
-27,792
3890
$3.78M ﹤0.01%
118,410
+7,959
3891
$3.78M ﹤0.01%
69,694
+65,719
3892
$3.77M ﹤0.01%
546,475
-299,239
3893
$3.77M ﹤0.01%
78,072
-4,979
3894
$3.77M ﹤0.01%
182,826
+131,186
3895
$3.77M ﹤0.01%
78,240
+9,571
3896
$3.76M ﹤0.01%
115,426
-38,602
3897
$3.76M ﹤0.01%
124,425
-29,892
3898
$3.76M ﹤0.01%
236,200
+5,777
3899
$3.76M ﹤0.01%
88,105
-22,296
3900
$3.75M ﹤0.01%
68,055
-34,902
154 155
156
157 158