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 Fund
S&P 500
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 18.54%
2 Healthcare 9.76%
3 Financials 9.12%
4 Consumer Discretionary 8.4%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7751
– –
-118,576
7752
– –
-285,557
7753
– –
-656,029
7754
– –
-277,457
7755
– –
-148,238
7756
– –
-142,591
7757
– –
-2,435,735
7758
– –
-2,681,739
7759
– –
-1,002
7760
– –
-51,421
7761
– –
-10,260
7762
– –
-4,047,758
7763
– –
-10,226
7764
– –
-5,290
7765
– –
-116,732
7766
– –
-4,839
7767
– –
-1,252
7768
– –
-1,824,452
7769
– –
-16,439
7770
– –
-18,017
7771
– –
-59
7772
– –
-6,444
7773
– –
-2,000,000
7774
– –
-906,890
7775
– –
-28,170
309 310
311
312 313