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
4201
$2.6M ﹤0.01%
449,021
+19,012
4202
$2.6M ﹤0.01%
261,845
-94,919
4203
$2.6M ﹤0.01%
104,991
+32,264
4204
$2.6M ﹤0.01%
73,342
+8,885
4205
$2.59M ﹤0.01%
62,348
-26,427
4206
$2.59M ﹤0.01%
156,008
+14,061
4207
$2.59M ﹤0.01%
366,494
-28,623
4208
$2.59M ﹤0.01%
43,462
+28,906
4209
$2.58M ﹤0.01%
273,775
-359,790
4210
$2.58M ﹤0.01%
96,590
+45,611
4211
$2.58M ﹤0.01%
276,495
+82,622
4212
$2.58M ﹤0.01%
179,387
+18,537
4213
$2.58M ﹤0.01%
605,260
+12,935
4214
$2.58M ﹤0.01%
842,758
-85,972
4215
$2.57M ﹤0.01%
118,672
-270,179
4216
$2.56M ﹤0.01%
39,196
+5,434
4217
$2.55M ﹤0.01%
61,373
+42,400
4218
$2.55M ﹤0.01%
363,349
+7,735
4219
$2.55M ﹤0.01%
212,591
-172,731
4220
$2.54M ﹤0.01%
46,123
+2,719
4221
$2.54M ﹤0.01%
331,608
-6,098
4222
$2.54M ﹤0.01%
620,001
-21,652
4223
$2.53M ﹤0.01%
300,481
-78,006
4224
$2.52M ﹤0.01%
15,697
+853
4225
$2.52M ﹤0.01%
167,728
+6,189
167 168
169
170 171