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
4176
$2.68M ﹤0.01%
385,128
+281,282
4177
$2.67M ﹤0.01%
120,069
-9,665
4178
$2.67M ﹤0.01%
202,892
-52,166
4179
$2.67M ﹤0.01%
256,271
-8,650
4180
$2.67M ﹤0.01%
199,305
+29,851
4181
$2.67M ﹤0.01%
271,348
+2,407
4182
$2.66M ﹤0.01%
554,742
+90,899
4183
$2.66M ﹤0.01%
152,703
+30,518
4184
$2.66M ﹤0.01%
205,865
-105,014
4185
$2.66M ﹤0.01%
67,510
+184
4186
$2.65M ﹤0.01%
101,514
-199,854
4187
$2.65M ﹤0.01%
41,008
+4,195
4188
$2.64M ﹤0.01%
85,849
+6,657
4189
$2.63M ﹤0.01%
27,091
-2,848
4190
$2.63M ﹤0.01%
36,600
+20,055
4191
$2.63M ﹤0.01%
189,695
+2,992
4192
$2.63M ﹤0.01%
205,283
-120
4193
$2.62M ﹤0.01%
184,492
+18,359
4194
$2.62M ﹤0.01%
508,247
-122,940
4195
$2.62M ﹤0.01%
109,347
+518
4196
$2.62M ﹤0.01%
76,123
-30,971
4197
$2.61M ﹤0.01%
95,851
+17,621
4198
$2.61M ﹤0.01%
531,902
-74,325
4199
$2.6M ﹤0.01%
24,019
-8,907
4200
$2.6M ﹤0.01%
167,785
+99,170
166 167
168
169 170