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
3601
$5.17M ﹤0.01%
513,253
-97,679
3602
$5.17M ﹤0.01%
639,514
-1,842,943
3603
$5.16M ﹤0.01%
43,873
+638
3604
$5.15M ﹤0.01%
88,757
+76,169
3605
$5.15M ﹤0.01%
303,374
+44,532
3606
$5.14M ﹤0.01%
258,409
-9,273
3607
$5.14M ﹤0.01%
594,028
+207,408
3608
$5.13M ﹤0.01%
114,265
-30,579
3609
$5.13M ﹤0.01%
160,710
+47,117
3610
$5.12M ﹤0.01%
51,243
-9,420
3611
$5.12M ﹤0.01%
384,655
+90,350
3612
$5.12M ﹤0.01%
1,074,477
-56,600
3613
$5.12M ﹤0.01%
214,839
+84,071
3614
$5.11M ﹤0.01%
137,978
+27,685
3615
$5.1M ﹤0.01%
221,068
+143,796
3616
$5.1M ﹤0.01%
64,708
-3,461
3617
$5.08M ﹤0.01%
640,095
+14,695
3618
$5.07M ﹤0.01%
200,392
-210,314
3619
$5.07M ﹤0.01%
873,530
+433,315
3620
$5.05M ﹤0.01%
252,065
+47,924
3621
$5.05M ﹤0.01%
343,807
+229,800
3622
$5.05M ﹤0.01%
157,278
+56,759
3623
$5.04M ﹤0.01%
197,163
-17,226
3624
$5.04M ﹤0.01%
20,199
-11,802
3625
$5.03M ﹤0.01%
511,665
-599,055
143 144
145
146 147