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
4376
$2.07M ﹤0.01%
63,710
+21,506
4377
$2.07M ﹤0.01%
35,632
-7,748
4378
$2.07M ﹤0.01%
94,798
+11,832
4379
$2.06M ﹤0.01%
90,832
+12,073
4380
$2.06M ﹤0.01%
143,554
-22,976
4381
$2.06M ﹤0.01%
33,171
-44,434
4382
$2.06M ﹤0.01%
58,027
-6,220
4383
$2.05M ﹤0.01%
221,748
+61,288
4384
$2.05M ﹤0.01%
208,148
+3,881
4385
$2.04M ﹤0.01%
225,106
+19,522
4386
$2.04M ﹤0.01%
200,071
+26,391
4387
$2.04M ﹤0.01%
105,035
+35,062
4388
$2.04M ﹤0.01%
126,145
+8,853
4389
$2.03M ﹤0.01%
295,550
+235,902
4390
$2.03M ﹤0.01%
210,760
-51,384
4391
$2.03M ﹤0.01%
176,362
-3,753
4392
$2.03M ﹤0.01%
90,693
-1,106
4393
$2.02M ﹤0.01%
72,136
-18,831
4394
$2.02M ﹤0.01%
82,927
+33,992
4395
$2.02M ﹤0.01%
539,310
+218,776
4396
$2.02M ﹤0.01%
62,571
-660
4397
$2.02M ﹤0.01%
109,372
+34,555
4398
$2.02M ﹤0.01%
40,411
+843
4399
$2.02M ﹤0.01%
48,029
+2,676
4400
$2.01M ﹤0.01%
69,742
-3,635
174 175
176
177 178