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
3151
$7.91M ﹤0.01%
250,630
-1,183,774
3152
$7.91M ﹤0.01%
518,583
+41,280
3153
$7.9M ﹤0.01%
346,916
+93,029
3154
$7.89M ﹤0.01%
509,086
+55,647
3155
$7.89M ﹤0.01%
1,957,679
-601,763
3156
$7.89M ﹤0.01%
385,740
+237,118
3157
$7.88M ﹤0.01%
224,306
+73,635
3158
$7.87M ﹤0.01%
461,895
-545,089
3159
$7.86M ﹤0.01%
161,574
-9,533
3160
$7.86M ﹤0.01%
98,499
+8,403
3161
$7.86M ﹤0.01%
317,532
+115,543
3162
$7.85M ﹤0.01%
185,483
+103,358
3163
$7.85M ﹤0.01%
59,144
+2,894
3164
$7.84M ﹤0.01%
213,746
-20,715
3165
$7.83M ﹤0.01%
161,669
-42,382
3166
$7.79M ﹤0.01%
781,548
-596,543
3167
$7.77M ﹤0.01%
538,387
+93,085
3168
$7.77M ﹤0.01%
82,591
-32,494
3169
$7.76M ﹤0.01%
304,328
-117,838
3170
$7.76M ﹤0.01%
215,020
+60,409
3171
$7.76M ﹤0.01%
208,592
-186,465
3172
$7.76M ﹤0.01%
57,879
-530
3173
$7.75M ﹤0.01%
612,145
+122,583
3174
$7.75M ﹤0.01%
1,078,384
-86
3175
$7.75M ﹤0.01%
252,960
+84,817
125 126
127
128 129