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
4476
$1.76M ﹤0.01%
46,041
-1,182
4477
$1.76M ﹤0.01%
205,017
+6,414
4478
$1.76M ﹤0.01%
422,729
+8,649
4479
$1.76M ﹤0.01%
124,480
-127,612
4480
$1.76M ﹤0.01%
314,613
+104
4481
$1.76M ﹤0.01%
157,781
+105,510
4482
$1.75M ﹤0.01%
74,004
+16,806
4483
$1.75M ﹤0.01%
339,782
+315,809
4484
$1.75M ﹤0.01%
128,348
-249,517
4485
$1.75M ﹤0.01%
141,179
+134,715
4486
$1.75M ﹤0.01%
68,925
-32,215
4487
$1.75M ﹤0.01%
54,168
+21,967
4488
$1.74M ﹤0.01%
73,704
+12,672
4489
$1.74M ﹤0.01%
109,895
-14,018
4490
$1.73M ﹤0.01%
809,863
-62,578
4491
$1.73M ﹤0.01%
148,918
+5,690
4492
$1.72M ﹤0.01%
53,968
-13,121
4493
$1.72M ﹤0.01%
64,475
-3,487
4494
$1.72M ﹤0.01%
370,991
-74,221
4495
$1.72M ﹤0.01%
245,512
+1,947
4496
$1.72M ﹤0.01%
33,601
-112
4497
$1.72M ﹤0.01%
85,288
-916,473
4498
$1.71M ﹤0.01%
33,515
-41,752
4499
$1.71M ﹤0.01%
132,647
-694
4500
$1.71M ﹤0.01%
511,873
-157,926
178 179
180
181 182