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
3076
$8.45M ﹤0.01%
255,598
-156,335
3077
$8.45M ﹤0.01%
125,312
-68,350
3078
$8.44M ﹤0.01%
390,418
+28,269
3079
$8.43M ﹤0.01%
114,016
-21,344
3080
$8.43M ﹤0.01%
1,458,770
-1,273,767
3081
$8.43M ﹤0.01%
217,448
+35,103
3082
$8.42M ﹤0.01%
382,984
+37,708
3083
$8.42M ﹤0.01%
373,381
+56,887
3084
$8.41M ﹤0.01%
262,085
+22,230
3085
$8.41M ﹤0.01%
1,470,828
+1,178,629
3086
$8.39M ﹤0.01%
231,357
-68,009
3087
$8.39M ﹤0.01%
490,452
-131,414
3088
$8.38M ﹤0.01%
130,194
-53,512
3089
$8.38M ﹤0.01%
208,542
+3,078
3090
$8.38M ﹤0.01%
134,055
-74,624
3091
$8.36M ﹤0.01%
120,078
-9,019
3092
$8.34M ﹤0.01%
130,245
-78,195
3093
$8.34M ﹤0.01%
161,347
+65,628
3094
$8.33M ﹤0.01%
413,409
-133,234
3095
$8.33M ﹤0.01%
492,628
-297,296
3096
$8.28M ﹤0.01%
130,166
+29,231
3097
$8.28M ﹤0.01%
526,459
+22,540
3098
$8.27M ﹤0.01%
331,774
+201,873
3099
$8.27M ﹤0.01%
203,680
-302,054
3100
$8.26M ﹤0.01%
168,777
+26,001
122 123
124
125 126