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
4626
$1.38M ﹤0.01%
756,032
-117,629
4627
$1.38M ﹤0.01%
236,293
+14,652
4628
$1.38M ﹤0.01%
77,932
+17,534
4629
$1.38M ﹤0.01%
24,686
-2,005
4630
$1.38M ﹤0.01%
61,169
-126,390
4631
$1.38M ﹤0.01%
1,633
-2,152
4632
$1.37M ﹤0.01%
31,719
-2,487
4633
$1.37M ﹤0.01%
133,259
+119,106
4634
$1.37M ﹤0.01%
137,541
-186,873
4635
$1.37M ﹤0.01%
631,485
-281,779
4636
$1.37M ﹤0.01%
55,047
-764
4637
$1.37M ﹤0.01%
+68,776
4638
$1.37M ﹤0.01%
45,814
-6,433
4639
$1.37M ﹤0.01%
493,362
-280,574
4640
$1.36M ﹤0.01%
50,849
-3,751
4641
$1.36M ﹤0.01%
148,314
+4,247
4642
$1.36M ﹤0.01%
45,848
+12,002
4643
$1.35M ﹤0.01%
385,947
-1,004,963
4644
$1.35M ﹤0.01%
120,839
+81,646
4645
$1.35M ﹤0.01%
5,754
-3,863
4646
$1.35M ﹤0.01%
55,442
+35,068
4647
$1.35M ﹤0.01%
46,501
+43,975
4648
$1.35M ﹤0.01%
120,151
+13,272
4649
$1.34M ﹤0.01%
28,586
-2,803
4650
$1.34M ﹤0.01%
28,524
-372
184 185
186
187 188