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
4601
$1.46M ﹤0.01%
42,137
+2,582
4602
$1.45M ﹤0.01%
25,633
+12,486
4603
$1.45M ﹤0.01%
57,623
+23,568
4604
$1.45M ﹤0.01%
452,751
+199,517
4605
$1.44M ﹤0.01%
140,003
+15,123
4606
$1.44M ﹤0.01%
479,398
+9,845
4607
$1.44M ﹤0.01%
32,196
+448
4608
$1.44M ﹤0.01%
45,976
-1,392
4609
$1.43M ﹤0.01%
103,074
+73,323
4610
$1.43M ﹤0.01%
74,376
+3,600
4611
$1.43M ﹤0.01%
52,477
-15,338
4612
$1.42M ﹤0.01%
700,000
4613
$1.42M ﹤0.01%
488,175
+469,272
4614
$1.41M ﹤0.01%
30,241
+116
4615
$1.41M ﹤0.01%
975
-152
4616
$1.41M ﹤0.01%
119,346
+83,030
4617
$1.41M ﹤0.01%
34,312
+13,785
4618
$1.4M ﹤0.01%
56,720
+41,173
4619
$1.39M ﹤0.01%
499,318
-815,349
4620
$1.39M ﹤0.01%
14,856
+482
4621
$1.39M ﹤0.01%
230,211
+166,925
4622
$1.39M ﹤0.01%
17,739
-6,863
4623
$1.39M ﹤0.01%
40,671
+3,923
4624
$1.39M ﹤0.01%
30,963
+7,601
4625
$1.39M ﹤0.01%
306,133
+147,761
183 184
185
186 187