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
3126
$8.11M ﹤0.01%
241,269
-187,658
3127
$8.11M ﹤0.01%
411,664
+53,706
3128
$8.11M ﹤0.01%
243,952
+7,113
3129
$8.11M ﹤0.01%
455,088
+83,301
3130
$8.09M ﹤0.01%
242,119
+12,949
3131
$8.07M ﹤0.01%
317,144
+52,341
3132
$8.07M ﹤0.01%
97,347
-132,245
3133
$8.07M ﹤0.01%
133,924
+11,424
3134
$8.06M ﹤0.01%
596,347
+36,905
3135
$8.06M ﹤0.01%
723,777
+85,538
3136
$8.05M ﹤0.01%
516,828
-90,063
3137
$8.05M ﹤0.01%
349,312
-317,308
3138
$8.03M ﹤0.01%
54,479
-66,309
3139
$8.02M ﹤0.01%
2,004,472
-238,992
3140
$8M ﹤0.01%
33,588
-45,694
3141
$7.99M ﹤0.01%
180,201
-66,782
3142
$7.99M ﹤0.01%
145,410
-13,620
3143
$7.98M ﹤0.01%
1,577,846
+62,591
3144
$7.98M ﹤0.01%
594,863
-10,389
3145
$7.97M ﹤0.01%
1,593,991
+933,752
3146
$7.97M ﹤0.01%
230,570
-136,480
3147
$7.95M ﹤0.01%
40,580
-44,472
3148
$7.95M ﹤0.01%
213,705
-72,054
3149
$7.94M ﹤0.01%
490,589
-166,961
3150
$7.91M ﹤0.01%
283,803
-4,565
124 125
126
127 128