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
5026
$706K ﹤0.01%
67,410
-833
5027
$704K ﹤0.01%
14,751
-2,834
5028
$702K ﹤0.01%
25,228
-6,138
5029
$701K ﹤0.01%
1,031
-65
5030
$697K ﹤0.01%
38,137
+21,119
5031
$695K ﹤0.01%
27,337
+771
5032
$693K ﹤0.01%
206,266
-1,197
5033
$693K ﹤0.01%
10,205
+8,276
5034
$693K ﹤0.01%
76,123
+1,256
5035
$691K ﹤0.01%
9,159
-79
5036
$690K ﹤0.01%
31,302
+1,364
5037
$688K ﹤0.01%
25,546
-27,870
5038
$687K ﹤0.01%
23,877
+23,511
5039
$683K ﹤0.01%
24,706
+653
5040
$683K ﹤0.01%
55,876
+28,756
5041
$683K ﹤0.01%
69,521
5042
$680K ﹤0.01%
48,727
-994
5043
$678K ﹤0.01%
+63,240
5044
$677K ﹤0.01%
22,005
-200,864
5045
$677K ﹤0.01%
141,981
-29,671
5046
$677K ﹤0.01%
67,216
+885
5047
$674K ﹤0.01%
15,430
-11,274
5048
$674K ﹤0.01%
13,435
-27,532
5049
$674K ﹤0.01%
47,761
-71,366
5050
$672K ﹤0.01%
21,653
-1,706
200 201
202
203 204