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
4126
$2.88M ﹤0.01%
151,666
-15,188
4127
$2.88M ﹤0.01%
374,121
-3,341
4128
$2.88M ﹤0.01%
373,378
+60,310
4129
$2.87M ﹤0.01%
121,502
-19,766
4130
$2.87M ﹤0.01%
80,376
-19,393
4131
$2.87M ﹤0.01%
356,061
-420,331
4132
$2.85M ﹤0.01%
77,787
-14,437
4133
$2.85M ﹤0.01%
68,992
+14,361
4134
$2.84M ﹤0.01%
1,037,624
+55,310
4135
$2.84M ﹤0.01%
71,535
-3,902
4136
$2.84M ﹤0.01%
87,492
-19,562
4137
$2.84M ﹤0.01%
60,691
+7,194
4138
$2.83M ﹤0.01%
117,442
+18,318
4139
$2.83M ﹤0.01%
14,575
-438
4140
$2.82M ﹤0.01%
51,828
+44,687
4141
$2.82M ﹤0.01%
246,766
+3,619
4142
$2.81M ﹤0.01%
37,604
-56,670
4143
$2.81M ﹤0.01%
201,641
+72,653
4144
$2.81M ﹤0.01%
30,008
+5,709
4145
$2.8M ﹤0.01%
124,284
-130,303
4146
$2.8M ﹤0.01%
211,212
-33,454
4147
$2.79M ﹤0.01%
101,999
+1,008
4148
$2.79M ﹤0.01%
339,186
+275,689
4149
$2.79M ﹤0.01%
312,207
+114,746
4150
$2.79M ﹤0.01%
456,181
-20,273
164 165
166
167 168