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
4726
$1.2M ﹤0.01%
33,038
+913
4727
$1.19M ﹤0.01%
7,098
-2,545
4728
$1.19M ﹤0.01%
41,088
-32,366
4729
$1.18M ﹤0.01%
82,981
+48,091
4730
$1.18M ﹤0.01%
10,324
+6
4731
$1.18M ﹤0.01%
56,086
+26,464
4732
$1.18M ﹤0.01%
98,166
+4,048
4733
$1.18M ﹤0.01%
67,903
-11,381
4734
$1.17M ﹤0.01%
101,727
+3,606
4735
$1.17M ﹤0.01%
1,907
-1,020
4736
$1.16M ﹤0.01%
171,043
+27,672
4737
$1.16M ﹤0.01%
18,273
-43,391
4738
$1.16M ﹤0.01%
21,190
-1,365
4739
$1.16M ﹤0.01%
37,276
+677
4740
$1.16M ﹤0.01%
33,965
-40,434
4741
$1.16M ﹤0.01%
9,284
+1,301
4742
$1.16M ﹤0.01%
60,425
-16,882
4743
$1.15M ﹤0.01%
168,504
+12,670
4744
$1.15M ﹤0.01%
84,600
-54,568
4745
$1.15M ﹤0.01%
151,202
-268,608
4746
$1.15M ﹤0.01%
9,566
+3,104
4747
$1.15M ﹤0.01%
30,920
+22,465
4748
$1.15M ﹤0.01%
52,457
+20,798
4749
$1.15M ﹤0.01%
175,755
+33,410
4750
$1.15M ﹤0.01%
20,904
-594,428
188 189
190
191 192