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
4351
$2.14M ﹤0.01%
1,657,272
-1,091,027
4352
$2.13M ﹤0.01%
119,651
-10,844
4353
$2.13M ﹤0.01%
266,223
-10,204
4354
$2.13M ﹤0.01%
341,138
-25,980
4355
$2.13M ﹤0.01%
157,740
-77,477
4356
$2.12M ﹤0.01%
537,179
-10,032
4357
$2.12M ﹤0.01%
162,092
-65,581
4358
$2.12M ﹤0.01%
84,859
-4,704
4359
$2.12M ﹤0.01%
162,593
-26,465
4360
$2.12M ﹤0.01%
88,384
-8,090
4361
$2.11M ﹤0.01%
19,921
-493
4362
$2.11M ﹤0.01%
39,216
-14,456
4363
$2.11M ﹤0.01%
98,054
-41,205
4364
$2.1M ﹤0.01%
255,846
+4,177
4365
$2.1M ﹤0.01%
11,627
-8,259
4366
$2.1M ﹤0.01%
276,903
-167,979
4367
$2.09M ﹤0.01%
95,290
+57,312
4368
$2.09M ﹤0.01%
274,958
-86,860
4369
$2.09M ﹤0.01%
300,995
+2,249
4370
$2.09M ﹤0.01%
121,048
+45,638
4371
$2.08M ﹤0.01%
52,916
-46,679
4372
$2.08M ﹤0.01%
161,472
+51,775
4373
$2.08M ﹤0.01%
87,650
+10,803
4374
$2.07M ﹤0.01%
305,953
-1,870
4375
$2.07M ﹤0.01%
63,829
+6,732
173 174
175
176 177