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
3901
$3.74M ﹤0.01%
11,543
+508
3902
$3.74M ﹤0.01%
1,262,597
+18,174
3903
$3.73M ﹤0.01%
81,381
+48,624
3904
$3.72M ﹤0.01%
653,592
-127,046
3905
$3.72M ﹤0.01%
106,642
-11,552
3906
$3.71M ﹤0.01%
675,534
+128,369
3907
$3.71M ﹤0.01%
292,740
+159,901
3908
$3.71M ﹤0.01%
77,363
+48,699
3909
$3.71M ﹤0.01%
41,644
+1,244
3910
$3.71M ﹤0.01%
77,401
-83,938
3911
$3.7M ﹤0.01%
49,135
-18,843
3912
$3.7M ﹤0.01%
328,655
+67,912
3913
$3.7M ﹤0.01%
105,610
+62,695
3914
$3.7M ﹤0.01%
253,115
-119,777
3915
$3.69M ﹤0.01%
255,620
+67,740
3916
$3.68M ﹤0.01%
58,104
-3,471
3917
$3.67M ﹤0.01%
248,139
+194,408
3918
$3.67M ﹤0.01%
119,032
-241,312
3919
$3.67M ﹤0.01%
241,764
-128,530
3920
$3.66M ﹤0.01%
209,707
+33,704
3921
$3.66M ﹤0.01%
182,370
+25,292
3922
$3.66M ﹤0.01%
192,128
-10,583
3923
$3.65M ﹤0.01%
15,046
-2,110
3924
$3.64M ﹤0.01%
139,802
-21,997
3925
$3.64M ﹤0.01%
259,914
-269,569
155 156
157
158 159