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
4076
$3.07M ﹤0.01%
61,483
+11,414
4077
$3.06M ﹤0.01%
54,226
-15,454
4078
$3.06M ﹤0.01%
153,379
+74,553
4079
$3.06M ﹤0.01%
202,124
-12,667
4080
$3.06M ﹤0.01%
38,773
-159,905
4081
$3.06M ﹤0.01%
140,520
+35,275
4082
$3.05M ﹤0.01%
228,050
+20,746
4083
$3.05M ﹤0.01%
95,156
+84,950
4084
$3.05M ﹤0.01%
449,461
+17,470
4085
$3.04M ﹤0.01%
143,055
+62,053
4086
$3.04M ﹤0.01%
241,087
-25,974
4087
$3.04M ﹤0.01%
76,298
-5,282
4088
$3.02M ﹤0.01%
212,650
-167
4089
$3.02M ﹤0.01%
215,541
-35,151
4090
$3.01M ﹤0.01%
81,333
+6,915
4091
$3M ﹤0.01%
108,844
-46,279
4092
$3M ﹤0.01%
2,830,717
-234
4093
$3M ﹤0.01%
128,470
-8,168
4094
$3M ﹤0.01%
47,737
+10,926
4095
$2.99M ﹤0.01%
190,543
+103,769
4096
$2.99M ﹤0.01%
167,958
+137,812
4097
$2.99M ﹤0.01%
625,252
-364,464
4098
$2.98M ﹤0.01%
136,570
-1,057
4099
$2.98M ﹤0.01%
394,094
+37,422
4100
$2.98M ﹤0.01%
185,105
-276,605
162 163
164
165 166