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
4951
$808K ﹤0.01%
41,146
-7,815
4952
$808K ﹤0.01%
103,982
+26,373
4953
$807K ﹤0.01%
63,057
-541
4954
$805K ﹤0.01%
187,736
-158,343
4955
$805K ﹤0.01%
15,557
-11,461
4956
$804K ﹤0.01%
72,513
+381
4957
$803K ﹤0.01%
327,579
-30,605
4958
$801K ﹤0.01%
194,361
+160,309
4959
$799K ﹤0.01%
143,721
+42,804
4960
$796K ﹤0.01%
28,583
-2,182
4961
$796K ﹤0.01%
23,677
+780
4962
$796K ﹤0.01%
11,180
-72,810
4963
$794K ﹤0.01%
287,402
-160,928
4964
$791K ﹤0.01%
64,806
+7,384
4965
$790K ﹤0.01%
17,754
+5,415
4966
$785K ﹤0.01%
84,475
-46,111
4967
$785K ﹤0.01%
347,199
+123,916
4968
$783K ﹤0.01%
23,286
-3,084
4969
$783K ﹤0.01%
27,984
-4,555
4970
$783K ﹤0.01%
35,719
+6,118
4971
$780K ﹤0.01%
101,250
+44,043
4972
$780K ﹤0.01%
27,498
-2,238
4973
$780K ﹤0.01%
26,611
+2,736
4974
$779K ﹤0.01%
+478,101
4975
$775K ﹤0.01%
15,523
-12,997
197 198
199
200 201