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
4876
$942K ﹤0.01%
69,508
-47,495
4877
$941K ﹤0.01%
818,391
+30,031
4878
$937K ﹤0.01%
94,926
+44,251
4879
$935K ﹤0.01%
94,888
+65,469
4880
$933K ﹤0.01%
23,158
-6,122
4881
$932K ﹤0.01%
20,181
-38,580
4882
$932K ﹤0.01%
34,553
-1,080
4883
$931K ﹤0.01%
6,810
-7,141
4884
$930K ﹤0.01%
34,673
+303
4885
$930K ﹤0.01%
141,196
+13,083
4886
$930K ﹤0.01%
34,772
+5,803
4887
$929K ﹤0.01%
6,879
-2,413
4888
$927K ﹤0.01%
20,659
-8,330
4889
$926K ﹤0.01%
13,230
-8,246
4890
$923K ﹤0.01%
10,991
+489
4891
$922K ﹤0.01%
364,700
+103,434
4892
$922K ﹤0.01%
298,476
-50,390
4893
$919K ﹤0.01%
32,069
+2,746
4894
$916K ﹤0.01%
40,380
+6,966
4895
$916K ﹤0.01%
15,509
-17,492
4896
$916K ﹤0.01%
106,158
-28,731
4897
$915K ﹤0.01%
64,321
+2,624
4898
$913K ﹤0.01%
100,630
+14,834
4899
$912K ﹤0.01%
7,743
+7,138
4900
$911K ﹤0.01%
37,167
+6,396
194 195
196
197 198