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
4101
$2.97M ﹤0.01%
524,383
-41,658
4102
$2.97M ﹤0.01%
148,995
-32,496
4103
$2.96M ﹤0.01%
98,472
+4,117
4104
$2.95M ﹤0.01%
937,646
-1,708
4105
$2.94M ﹤0.01%
255,492
-12,871
4106
$2.94M ﹤0.01%
6,730
+377
4107
$2.94M ﹤0.01%
73,379
-14,009
4108
$2.94M ﹤0.01%
304,543
-69,377
4109
$2.94M ﹤0.01%
73,013
-1,619
4110
$2.93M ﹤0.01%
58,968
-57,872
4111
$2.93M ﹤0.01%
484,330
-320,870
4112
$2.93M ﹤0.01%
55,501
-924
4113
$2.92M ﹤0.01%
116,370
+21,838
4114
$2.92M ﹤0.01%
46,670
+24,965
4115
$2.91M ﹤0.01%
65,080
-6,204
4116
$2.91M ﹤0.01%
256,966
-71,173
4117
$2.9M ﹤0.01%
60,006
-12,299
4118
$2.9M ﹤0.01%
110,674
-25,778
4119
$2.9M ﹤0.01%
157,968
-3,002
4120
$2.89M ﹤0.01%
61,083
-17,233
4121
$2.89M ﹤0.01%
89,746
+88,926
4122
$2.89M ﹤0.01%
131,223
-15,444
4123
$2.88M ﹤0.01%
108,760
-32,720
4124
$2.88M ﹤0.01%
90,026
-18,415
4125
$2.88M ﹤0.01%
319,616
+11,675
163 164
165
166 167