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
3251
$7.18M ﹤0.01%
205,612
-288,781
3252
$7.17M ﹤0.01%
637,668
+133,756
3253
$7.17M ﹤0.01%
1,221,622
-1,007,087
3254
$7.17M ﹤0.01%
127,090
-14,950
3255
$7.16M ﹤0.01%
432,949
+53,411
3256
$7.15M ﹤0.01%
444,840
+361,551
3257
$7.14M ﹤0.01%
226,326
+22,801
3258
$7.14M ﹤0.01%
183,771
-373,027
3259
$7.13M ﹤0.01%
567,122
+234,977
3260
$7.13M ﹤0.01%
125,088
-6,074
3261
$7.12M ﹤0.01%
157,996
-22,381
3262
$7.12M ﹤0.01%
228,656
-1,899
3263
$7.12M ﹤0.01%
105,232
+8,605
3264
$7.11M ﹤0.01%
721,496
+26,437
3265
$7.1M ﹤0.01%
586,937
-41,546
3266
$7.1M ﹤0.01%
201,414
+10,199
3267
$7.09M ﹤0.01%
136,526
+325
3268
$7.08M ﹤0.01%
1,099,318
+1,076
3269
$7.08M ﹤0.01%
1,683
+172
3270
$7.07M ﹤0.01%
455,571
-66,891
3271
$7.07M ﹤0.01%
72,038
-13,993
3272
$7.07M ﹤0.01%
379,259
+36,964
3273
$7.06M ﹤0.01%
1,852,872
-292,626
3274
$7.04M ﹤0.01%
507,254
+115,575
3275
$7.02M ﹤0.01%
163,724
-220,912
129 130
131
132 133