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
4301
$2.26M ﹤0.01%
322,764
-20,356
4302
$2.25M ﹤0.01%
247,693
+148,984
4303
$2.25M ﹤0.01%
1,804
-696
4304
$2.25M ﹤0.01%
147,963
-3,558
4305
$2.25M ﹤0.01%
177,881
+65,932
4306
$2.25M ﹤0.01%
55,054
-6,632
4307
$2.24M ﹤0.01%
60,774
-58,151
4308
$2.24M ﹤0.01%
5,695
-2
4309
$2.24M ﹤0.01%
65,726
+660
4310
$2.23M ﹤0.01%
24,184
+737
4311
$2.23M ﹤0.01%
891,242
-207,881
4312
$2.23M ﹤0.01%
177,855
-20,405
4313
$2.22M ﹤0.01%
73,350
-30,950
4314
$2.22M ﹤0.01%
63,579
+24,706
4315
$2.22M ﹤0.01%
339,458
+264,830
4316
$2.22M ﹤0.01%
75,573
-12,348
4317
$2.22M ﹤0.01%
87,878
+34,062
4318
$2.22M ﹤0.01%
303,469
+124,221
4319
$2.21M ﹤0.01%
24,801
-9,878
4320
$2.21M ﹤0.01%
160,970
-41,246
4321
$2.21M ﹤0.01%
138,059
-20,777
4322
$2.21M ﹤0.01%
51,971
+8,060
4323
$2.21M ﹤0.01%
94,981
-23,197
4324
$2.21M ﹤0.01%
121,118
-36,112
4325
$2.21M ﹤0.01%
134,899
+59,543
171 172
173
174 175