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
4676
$1.29M ﹤0.01%
144,964
-10,386
4677
$1.29M ﹤0.01%
30,342
-16,583
4678
$1.29M ﹤0.01%
11,615
+1,681
4679
$1.29M ﹤0.01%
273,957
+121,140
4680
$1.29M ﹤0.01%
50,819
-31,837
4681
$1.28M ﹤0.01%
52,546
-554
4682
$1.28M ﹤0.01%
264,100
+210,781
4683
$1.28M ﹤0.01%
55,647
-36,214
4684
$1.28M ﹤0.01%
142,213
-40,662
4685
$1.28M ﹤0.01%
269,345
-34,127
4686
$1.28M ﹤0.01%
305,613
+141,972
4687
$1.27M ﹤0.01%
33,906
+3,906
4688
$1.27M ﹤0.01%
150,643
-16,963
4689
$1.27M ﹤0.01%
117,887
+112,808
4690
$1.27M ﹤0.01%
75,662
+2,434
4691
$1.27M ﹤0.01%
628,756
+264,213
4692
$1.27M ﹤0.01%
29,894
-2,697
4693
$1.27M ﹤0.01%
109,578
-17,014
4694
$1.27M ﹤0.01%
348,776
+314,895
4695
$1.26M ﹤0.01%
87,062
+8,882
4696
$1.26M ﹤0.01%
33,639
+21,773
4697
$1.26M ﹤0.01%
85,865
+15,022
4698
$1.26M ﹤0.01%
44,698
-2,045
4699
$1.26M ﹤0.01%
78,940
+29,968
4700
$1.26M ﹤0.01%
304,892
-7,356
186 187
188
189 190