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
4701
$1.26M ﹤0.01%
228,022
-268,888
4702
$1.25M ﹤0.01%
40,065
-783
4703
$1.25M ﹤0.01%
72,884
+67,237
4704
$1.25M ﹤0.01%
1,755
+72
4705
$1.25M ﹤0.01%
118,594
-25,450
4706
$1.24M ﹤0.01%
88,559
+21,207
4707
$1.24M ﹤0.01%
128,038
+14,901
4708
$1.24M ﹤0.01%
499,816
-452,277
4709
$1.24M ﹤0.01%
160,401
-300,993
4710
$1.23M ﹤0.01%
24,118
+5,401
4711
$1.23M ﹤0.01%
67,869
+33,597
4712
$1.23M ﹤0.01%
44,445
+20,579
4713
$1.23M ﹤0.01%
60,819
-332
4714
$1.23M ﹤0.01%
53,415
-5,558
4715
$1.23M ﹤0.01%
74,104
+35,808
4716
$1.22M ﹤0.01%
69,935
+39,932
4717
$1.22M ﹤0.01%
70,057
+11,345
4718
$1.22M ﹤0.01%
104,749
+32,206
4719
$1.22M ﹤0.01%
27,142
-15,757
4720
$1.21M ﹤0.01%
400,275
+59,541
4721
$1.21M ﹤0.01%
50,065
-25,089
4722
$1.21M ﹤0.01%
50,892
+1,890
4723
$1.21M ﹤0.01%
66,852
+18,097
4724
$1.21M ﹤0.01%
219,851
+67,430
4725
$1.2M ﹤0.01%
14,138
+1,081
187 188
189
190 191