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
5176
$546K ﹤0.01%
54,844
-310
5177
$545K ﹤0.01%
28,014
+6,906
5178
$544K ﹤0.01%
+42,345
5179
$544K ﹤0.01%
42,827
+5,345
5180
$543K ﹤0.01%
33,483
-78,814
5181
$542K ﹤0.01%
1,788
+74
5182
$542K ﹤0.01%
+20,778
5183
$539K ﹤0.01%
37,060
-90,974
5184
$537K ﹤0.01%
34,769
-53,643
5185
$537K ﹤0.01%
7,295
-1,887
5186
$536K ﹤0.01%
37,634
-5,651
5187
$534K ﹤0.01%
28,843
+580
5188
$533K ﹤0.01%
6,126
-1,705
5189
$532K ﹤0.01%
30,939
-11,930
5190
$532K ﹤0.01%
17,118
-2,323
5191
$531K ﹤0.01%
128,036
-41,265
5192
$531K ﹤0.01%
28,493
+2,258
5193
$530K ﹤0.01%
11,403
-2,342
5194
$530K ﹤0.01%
17,573
+5,969
5195
$530K ﹤0.01%
3,236
+2,609
5196
$530K ﹤0.01%
183,621
-108,692
5197
$528K ﹤0.01%
10,429
+4,007
5198
$526K ﹤0.01%
16,290
-1,085
5199
$526K ﹤0.01%
26,231
+21,482
5200
$524K ﹤0.01%
211,454
-339,520
206 207
208
209 210