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
5076
$646K ﹤0.01%
34,929
+21,234
5077
$645K ﹤0.01%
75,533
+3,332
5078
$645K ﹤0.01%
82,690
-80,197
5079
$645K ﹤0.01%
64,430
-6,107
5080
$645K ﹤0.01%
48,691
+27,681
5081
$644K ﹤0.01%
14,066
+9,013
5082
$644K ﹤0.01%
66,774
+10,300
5083
$642K ﹤0.01%
21,237
5084
$642K ﹤0.01%
90,619
-19,695
5085
$638K ﹤0.01%
21,307
+2,295
5086
$637K ﹤0.01%
18,239
+2,018
5087
$637K ﹤0.01%
12,285
+3,617
5088
$637K ﹤0.01%
17,488
-26,966
5089
$637K ﹤0.01%
21,692
+9,517
5090
$637K ﹤0.01%
38,642
+25,102
5091
$636K ﹤0.01%
17,339
-14,202
5092
$635K ﹤0.01%
72,996
+22,511
5093
$634K ﹤0.01%
26,989
+8,384
5094
$633K ﹤0.01%
63,100
5095
$633K ﹤0.01%
719,268
5096
$630K ﹤0.01%
49,391
+613
5097
$629K ﹤0.01%
119,552
-47,716
5098
$628K ﹤0.01%
30,702
+1,676
5099
$628K ﹤0.01%
6,417
+422
5100
$625K ﹤0.01%
114,989
-238,324
202 203
204
205 206