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
4651
$1.34M ﹤0.01%
75,848
-80,559
4652
$1.34M ﹤0.01%
27,271
+11,629
4653
$1.33M ﹤0.01%
123,522
+76,968
4654
$1.33M ﹤0.01%
80,277
+44,945
4655
$1.33M ﹤0.01%
73,141
+3,579
4656
$1.33M ﹤0.01%
17,615
+1,259
4657
$1.33M ﹤0.01%
45,641
-268,645
4658
$1.33M ﹤0.01%
41,679
-14,773
4659
$1.33M ﹤0.01%
213,455
-36,912
4660
$1.32M ﹤0.01%
163,469
-65,258
4661
$1.32M ﹤0.01%
131,359
-23,638
4662
$1.32M ﹤0.01%
27,492
-31,878
4663
$1.32M ﹤0.01%
219,212
+40,256
4664
$1.31M ﹤0.01%
32,412
-37,886
4665
$1.31M ﹤0.01%
89,737
-956
4666
$1.31M ﹤0.01%
211,649
+11,298
4667
$1.31M ﹤0.01%
153,927
+38,819
4668
$1.31M ﹤0.01%
49,733
-3,354
4669
$1.3M ﹤0.01%
87,311
+19,394
4670
$1.3M ﹤0.01%
99,773
+14,963
4671
$1.3M ﹤0.01%
25,202
-3,447
4672
$1.3M ﹤0.01%
46,254
+3,252
4673
$1.3M ﹤0.01%
112,773
+7,056
4674
$1.3M ﹤0.01%
681,158
+269,685
4675
$1.29M ﹤0.01%
144,964
-10,386
185 186
187
188 189