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
5226
$492K ﹤0.01%
15,413
-712
5227
$492K ﹤0.01%
22,342
-10,148
5228
$492K ﹤0.01%
86,585
+11,750
5229
$492K ﹤0.01%
18,517
+1,927
5230
$491K ﹤0.01%
20,924
+1,879
5231
$489K ﹤0.01%
79,102
+4,568
5232
$489K ﹤0.01%
49,600
5233
$488K ﹤0.01%
133,732
-34,574
5234
$487K ﹤0.01%
21,933
+3,495
5235
$487K ﹤0.01%
29,142
-74,642
5236
$487K ﹤0.01%
153,632
-81,143
5237
$486K ﹤0.01%
27,699
+3,164
5238
$484K ﹤0.01%
21,716
+311
5239
$484K ﹤0.01%
17,528
+10,863
5240
$483K ﹤0.01%
14,052
-24,947
5241
$483K ﹤0.01%
38,751
+33,049
5242
$482K ﹤0.01%
124,647
+29,804
5243
$482K ﹤0.01%
31,852
-2,536
5244
$481K ﹤0.01%
57,996
+2,010
5245
$481K ﹤0.01%
103,022
+18,486
5246
$480K ﹤0.01%
36,135
-6,099
5247
$477K ﹤0.01%
9,369
+260
5248
$475K ﹤0.01%
14,164
+2,015
5249
$475K ﹤0.01%
46,753
+10,100
5250
$474K ﹤0.01%
12,034
+4,737
208 209
210
211 212