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
2776
$11.1M ﹤0.01%
59,243
-9,635
2777
$11.1M ﹤0.01%
198,907
-24,073
2778
$11.1M ﹤0.01%
507,077
-344,210
2779
$11.1M ﹤0.01%
850,451
-36,814
2780
$11.1M ﹤0.01%
389,101
-323,737
2781
$11M ﹤0.01%
108,374
+63,696
2782
$11M ﹤0.01%
385,806
+22,046
2783
$11M ﹤0.01%
6,132,694
+301,353
2784
$11M ﹤0.01%
1,411,331
+799,446
2785
$11M ﹤0.01%
189,870
-67,011
2786
$11M ﹤0.01%
26,803
+11,520
2787
$11M ﹤0.01%
876,935
-257,447
2788
$11M ﹤0.01%
246,000
+102,210
2789
$11M ﹤0.01%
818,345
+112,959
2790
$11M ﹤0.01%
57,925
-9,326
2791
$11M ﹤0.01%
3,193,665
-161,453
2792
$10.9M ﹤0.01%
395,648
-40,494
2793
$10.9M ﹤0.01%
593,777
-47,302
2794
$10.9M ﹤0.01%
242,516
+242,514
2795
$10.8M ﹤0.01%
311,790
-118,339
2796
$10.8M ﹤0.01%
1,064,550
+9,675
2797
$10.8M ﹤0.01%
156,074
+46,720
2798
$10.8M ﹤0.01%
154,296
+29,545
2799
$10.8M ﹤0.01%
160,650
-65,320
2800
$10.8M ﹤0.01%
44,746
+6,558
110 111
112
113 114