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
4776
$1.1M ﹤0.01%
221,661
-200,711
4777
$1.09M ﹤0.01%
5,228
+302
4778
$1.09M ﹤0.01%
33,899
-5,315
4779
$1.09M ﹤0.01%
61,733
-96,319
4780
$1.09M ﹤0.01%
361,486
-34,322
4781
$1.09M ﹤0.01%
25,011
+5,979
4782
$1.08M ﹤0.01%
7,744
+3,646
4783
$1.08M ﹤0.01%
197,094
-9,936
4784
$1.08M ﹤0.01%
159,352
-30,645
4785
$1.08M ﹤0.01%
37,850
-288
4786
$1.08M ﹤0.01%
203,567
-33,003
4787
$1.08M ﹤0.01%
1,719,338
-109,402
4788
$1.07M ﹤0.01%
356,504
+131,861
4789
$1.07M ﹤0.01%
23,213
+1,503
4790
$1.07M ﹤0.01%
132,589
+90,730
4791
$1.07M ﹤0.01%
82,856
-65,223
4792
$1.07M ﹤0.01%
183,418
-4,881
4793
$1.06M ﹤0.01%
290,569
-6,478
4794
$1.06M ﹤0.01%
185,221
+7,031
4795
$1.06M ﹤0.01%
36,655
-1,688
4796
$1.05M ﹤0.01%
30,145
-27,120
4797
$1.05M ﹤0.01%
773,773
+475,361
4798
$1.05M ﹤0.01%
11,454
+602
4799
$1.05M ﹤0.01%
62,507
+18,069
4800
$1.05M ﹤0.01%
158,091
-96,986
190 191
192
193 194