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
4226
$2.52M ﹤0.01%
235,573
-175,378
4227
$2.51M ﹤0.01%
129,508
+70,844
4228
$2.51M ﹤0.01%
24,617
-355
4229
$2.5M ﹤0.01%
164,620
-50,641
4230
$2.5M ﹤0.01%
147,993
-49,681
4231
$2.5M ﹤0.01%
19,784
-4,129
4232
$2.5M ﹤0.01%
173,906
-24,385
4233
$2.49M ﹤0.01%
256,249
-4,375
4234
$2.49M ﹤0.01%
61,608
-1,341
4235
$2.48M ﹤0.01%
65,981
-104,825
4236
$2.48M ﹤0.01%
354,099
+49,096
4237
$2.48M ﹤0.01%
24,824
+500
4238
$2.48M ﹤0.01%
26,762
-5,424
4239
$2.48M ﹤0.01%
133,326
+258
4240
$2.47M ﹤0.01%
62,020
+11,013
4241
$2.47M ﹤0.01%
135,474
-371,584
4242
$2.47M ﹤0.01%
197,566
+16,383
4243
$2.46M ﹤0.01%
195,940
-14,386
4244
$2.46M ﹤0.01%
276,364
+58,580
4245
$2.46M ﹤0.01%
156,754
-12,165
4246
$2.46M ﹤0.01%
525,551
-368,150
4247
$2.46M ﹤0.01%
112,865
+798
4248
$2.45M ﹤0.01%
122,022
-18,904
4249
$2.45M ﹤0.01%
66,391
+8,091
4250
$2.45M ﹤0.01%
51,774
-23,560
168 169
170
171 172