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
3101
$8.26M ﹤0.01%
1,256,692
+19,881
3102
$8.24M ﹤0.01%
543,828
+75,311
3103
$8.24M ﹤0.01%
52,493
+2,670
3104
$8.24M ﹤0.01%
227,716
-16,286
3105
$8.23M ﹤0.01%
84,721
+17,351
3106
$8.23M ﹤0.01%
88,581
+36,109
3107
$8.21M ﹤0.01%
472,408
-45,664
3108
$8.21M ﹤0.01%
371,268
+127,492
3109
$8.21M ﹤0.01%
100,376
-21,771
3110
$8.21M ﹤0.01%
713,765
+62,743
3111
$8.21M ﹤0.01%
177,845
+147,701
3112
$8.19M ﹤0.01%
283,780
-23,674
3113
$8.18M ﹤0.01%
567,123
-133,505
3114
$8.18M ﹤0.01%
276,268
+29,082
3115
$8.17M ﹤0.01%
88,278
-24,723
3116
$8.16M ﹤0.01%
126,222
-21,098
3117
$8.16M ﹤0.01%
187,681
+36,974
3118
$8.15M ﹤0.01%
167,895
+2,610
3119
$8.15M ﹤0.01%
134,711
-2,385
3120
$8.14M ﹤0.01%
139,032
-65,491
3121
$8.13M ﹤0.01%
417,107
+48,020
3122
$8.13M ﹤0.01%
292,930
-61,108
3123
$8.12M ﹤0.01%
679,812
-467,671
3124
$8.12M ﹤0.01%
212,547
+63,676
3125
$8.12M ﹤0.01%
125,325
-18,663
123 124
125
126 127