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
3751
$4.4M ﹤0.01%
31,212
-2,262
3752
$4.4M ﹤0.01%
364,270
+271,410
3753
$4.4M ﹤0.01%
286,619
+160,170
3754
$4.39M ﹤0.01%
96,525
-38,698
3755
$4.38M ﹤0.01%
324,628
+150,194
3756
$4.38M ﹤0.01%
153,549
+119,654
3757
$4.38M ﹤0.01%
345,543
+23,720
3758
$4.37M ﹤0.01%
172,988
+2,700
3759
$4.36M ﹤0.01%
124,294
+55,622
3760
$4.36M ﹤0.01%
134,552
+621
3761
$4.36M ﹤0.01%
594,941
+163,488
3762
$4.34M ﹤0.01%
402,289
-103,562
3763
$4.34M ﹤0.01%
1,894,492
+572,088
3764
$4.33M ﹤0.01%
25,222
-69,618
3765
$4.33M ﹤0.01%
499,124
+107,964
3766
$4.33M ﹤0.01%
174,466
+50,945
3767
$4.33M ﹤0.01%
96,652
+2,171
3768
$4.32M ﹤0.01%
645,341
+612,866
3769
$4.31M ﹤0.01%
356,145
+130,813
3770
$4.31M ﹤0.01%
1,490,267
-778,469
3771
$4.3M ﹤0.01%
50,023
-9,218
3772
$4.29M ﹤0.01%
168,865
-75,232
3773
$4.29M ﹤0.01%
534,571
+10,445
3774
$4.29M ﹤0.01%
203,357
+200,284
3775
$4.28M ﹤0.01%
68,386
-275,893
149 150
151
152 153