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
2751
$11.4M ﹤0.01%
2,058
-311
2752
$11.3M ﹤0.01%
517,025
+481,338
2753
$11.3M ﹤0.01%
204,712
+31,583
2754
$11.3M ﹤0.01%
137,013
+25,215
2755
$11.3M ﹤0.01%
6,574,078
-20,217
2756
$11.3M ﹤0.01%
199,316
+79,577
2757
$11.3M ﹤0.01%
232,841
+65,493
2758
$11.3M ﹤0.01%
254,280
+70,224
2759
$11.3M ﹤0.01%
678,144
-24,379
2760
$11.2M ﹤0.01%
245,448
-461,383
2761
$11.2M ﹤0.01%
1,122,896
+219,480
2762
$11.2M ﹤0.01%
152,184
-4,405
2763
$11.2M ﹤0.01%
74,516
-14,878
2764
$11.2M ﹤0.01%
272,526
+164,905
2765
$11.2M ﹤0.01%
95,711
-55,046
2766
$11.2M ﹤0.01%
221,496
-89,799
2767
$11.2M ﹤0.01%
1,292,555
+70,700
2768
$11.2M ﹤0.01%
253,623
-15,054
2769
$11.2M ﹤0.01%
1,426,466
+831,633
2770
$11.2M ﹤0.01%
240,453
+103,896
2771
$11.2M ﹤0.01%
320,509
-28,914
2772
$11.2M ﹤0.01%
2,104,760
-1,061,863
2773
$11.2M ﹤0.01%
200,183
+100,119
2774
$11.1M ﹤0.01%
238,352
-314,322
2775
$11.1M ﹤0.01%
630,391
-3,256,070
109 110
111
112 113