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
4151
$2.79M ﹤0.01%
58,732
+54,496
4152
$2.79M ﹤0.01%
129,289
-126,093
4153
$2.78M ﹤0.01%
59,666
-12,493
4154
$2.78M ﹤0.01%
188,371
+76,607
4155
$2.78M ﹤0.01%
238,208
-10,382
4156
$2.77M ﹤0.01%
183,606
-18,665
4157
$2.77M ﹤0.01%
175,678
+4,890
4158
$2.76M ﹤0.01%
103,652
+5,510
4159
$2.76M ﹤0.01%
91,618
-6,960
4160
$2.76M ﹤0.01%
145,140
-10,192
4161
$2.76M ﹤0.01%
96,372
+22,190
4162
$2.75M ﹤0.01%
94,030
-10,821
4163
$2.74M ﹤0.01%
86,787
+24,242
4164
$2.74M ﹤0.01%
85,673
-39,291
4165
$2.73M ﹤0.01%
41,776
-2,368
4166
$2.73M ﹤0.01%
1,726,054
+371,695
4167
$2.72M ﹤0.01%
215,026
+87,877
4168
$2.72M ﹤0.01%
37,167
-523
4169
$2.71M ﹤0.01%
193,861
-19,419
4170
$2.71M ﹤0.01%
133,397
-44,709
4171
$2.71M ﹤0.01%
60,944
-25,400
4172
$2.71M ﹤0.01%
71,822
-659
4173
$2.7M ﹤0.01%
76,954
-8,979
4174
$2.7M ﹤0.01%
63,183
-6,479
4175
$2.69M ﹤0.01%
799
+93
165 166
167
168 169