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
4751
$1.14M ﹤0.01%
133,156
+12,159
4752
$1.14M ﹤0.01%
97,264
-384
4753
$1.14M ﹤0.01%
807,426
-358,156
4754
$1.13M ﹤0.01%
60,792
-20,244
4755
$1.13M ﹤0.01%
49,678
+3,284
4756
$1.13M ﹤0.01%
23,105
-21,489
4757
$1.13M ﹤0.01%
26,728
-192,188
4758
$1.12M ﹤0.01%
95,131
+22,129
4759
$1.12M ﹤0.01%
29,703
+14,661
4760
$1.12M ﹤0.01%
240,296
-130,593
4761
$1.12M ﹤0.01%
725,345
+102,171
4762
$1.11M ﹤0.01%
47,260
-12,430
4763
$1.11M ﹤0.01%
131,241
+50,824
4764
$1.11M ﹤0.01%
12,022
+5,290
4765
$1.11M ﹤0.01%
362,068
+105,054
4766
$1.1M ﹤0.01%
45,358
+5,785
4767
$1.1M ﹤0.01%
42,379
-45,835
4768
$1.1M ﹤0.01%
92,805
-309
4769
$1.1M ﹤0.01%
98,141
+2,403
4770
$1.1M ﹤0.01%
95,026
+506
4771
$1.1M ﹤0.01%
46,098
+58
4772
$1.1M ﹤0.01%
58,124
-32,488
4773
$1.1M ﹤0.01%
9,840
+775
4774
$1.1M ﹤0.01%
79
-54
4775
$1.1M ﹤0.01%
287,685
+46,645
189 190
191
192 193