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
4401
$2.01M ﹤0.01%
32,719
+9,913
4402
$2.01M ﹤0.01%
340,497
-31,306
4403
$2M ﹤0.01%
314,832
-25,121
4404
$2M ﹤0.01%
40,831
-1,595
4405
$1.99M ﹤0.01%
79,049
-1,423
4406
$1.99M ﹤0.01%
50,963
+19,901
4407
$1.98M ﹤0.01%
120,053
-45,810
4408
$1.98M ﹤0.01%
52,131
-13,909
4409
$1.98M ﹤0.01%
157,270
-5,613
4410
$1.98M ﹤0.01%
250,200
+76,813
4411
$1.98M ﹤0.01%
38,739
-7,738
4412
$1.98M ﹤0.01%
120,806
-10,153
4413
$1.97M ﹤0.01%
39,700
+5,596
4414
$1.97M ﹤0.01%
187,733
+8,713
4415
$1.97M ﹤0.01%
58,213
+44,549
4416
$1.97M ﹤0.01%
347,852
-34,128
4417
$1.95M ﹤0.01%
266,322
+89,163
4418
$1.95M ﹤0.01%
173,804
+3,275
4419
$1.94M ﹤0.01%
179,300
-49,613
4420
$1.94M ﹤0.01%
9,118
-28,438
4421
$1.93M ﹤0.01%
167,058
+21,466
4422
$1.92M ﹤0.01%
419,077
+239,551
4423
$1.91M ﹤0.01%
127,159
+55,615
4424
$1.91M ﹤0.01%
266,574
+8,253
4425
$1.91M ﹤0.01%
94,589
-10,077
175 176
177
178 179