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
4826
$1.02M ﹤0.01%
25,754
-15,916
4827
$1.02M ﹤0.01%
134,454
+34,978
4828
$1.02M ﹤0.01%
39,340
-9,983
4829
$1.02M ﹤0.01%
27,542
-15,437
4830
$1.02M ﹤0.01%
65,690
-29,875
4831
$1.01M ﹤0.01%
48,306
-12,038
4832
$1.01M ﹤0.01%
5,744
+420
4833
$1.01M ﹤0.01%
49,432
-73,753
4834
$1.01M ﹤0.01%
29,132
-20,626
4835
$1.01M ﹤0.01%
573,286
+301,285
4836
$1.01M ﹤0.01%
41,954
+37,303
4837
$1.01M ﹤0.01%
140,597
+25,096
4838
$1M ﹤0.01%
81,209
+6,065
4839
$1M ﹤0.01%
98,721
+1,475
4840
$1M ﹤0.01%
8,162
+2,626
4841
$1M ﹤0.01%
78,983
-9,535
4842
$999K ﹤0.01%
+62,781
4843
$999K ﹤0.01%
283,065
-21
4844
$993K ﹤0.01%
72,755
+13,792
4845
$993K ﹤0.01%
67,379
+4,295
4846
$991K ﹤0.01%
131,863
+37,658
4847
$989K ﹤0.01%
83,851
+59,439
4848
$984K ﹤0.01%
215,551
+209,510
4849
$980K ﹤0.01%
51,058
-54,649
4850
$980K ﹤0.01%
74,554
-25,576
192 193
194
195 196