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
4276
$2.33M ﹤0.01%
196,624
-112,746
4277
$2.32M ﹤0.01%
195,798
-41,305
4278
$2.31M ﹤0.01%
216,489
+212,379
4279
$2.31M ﹤0.01%
198,904
-20,968
4280
$2.31M ﹤0.01%
123,471
-9,031
4281
$2.3M ﹤0.01%
65,315
+39,567
4282
$2.3M ﹤0.01%
27,069
-7,441
4283
$2.3M ﹤0.01%
123,964
-14,879
4284
$2.29M ﹤0.01%
16,105
-15,111
4285
$2.29M ﹤0.01%
99,631
-5,632
4286
$2.29M ﹤0.01%
115,826
+113,806
4287
$2.29M ﹤0.01%
180,016
-63,133
4288
$2.29M ﹤0.01%
321,900
-12,346
4289
$2.28M ﹤0.01%
55,444
+4,102
4290
$2.28M ﹤0.01%
130,192
+10,902
4291
$2.28M ﹤0.01%
84,941
-59,886
4292
$2.28M ﹤0.01%
114,126
+13,073
4293
$2.27M ﹤0.01%
65,657
+56,986
4294
$2.27M ﹤0.01%
127,460
-26,556
4295
$2.27M ﹤0.01%
194,196
+14,702
4296
$2.27M ﹤0.01%
183,022
-32,169
4297
$2.27M ﹤0.01%
225,533
+15,118
4298
$2.27M ﹤0.01%
83,756
-44,225
4299
$2.27M ﹤0.01%
208,742
-900,795
4300
$2.26M ﹤0.01%
5,868
-121
170 171
172
173 174