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
5251
$473K ﹤0.01%
19,039
+4,957
5252
$473K ﹤0.01%
133,018
-13,330
5253
$473K ﹤0.01%
7,461
+426
5254
$472K ﹤0.01%
1,769
-7,763
5255
$472K ﹤0.01%
20,581
-8,019
5256
$472K ﹤0.01%
4,662
-117,392
5257
$471K ﹤0.01%
62,139
+808
5258
$470K ﹤0.01%
73,474
+24,110
5259
$469K ﹤0.01%
35,732
-13,417
5260
$468K ﹤0.01%
45,974
+31,477
5261
$467K ﹤0.01%
262,338
-87,777
5262
$466K ﹤0.01%
13,075
+10,299
5263
$466K ﹤0.01%
46,414
+6,216
5264
$465K ﹤0.01%
+19,211
5265
$465K ﹤0.01%
70,785
+1,407
5266
$464K ﹤0.01%
6,788
+284
5267
$464K ﹤0.01%
13,655
-4,973
5268
$463K ﹤0.01%
46,535
5269
$462K ﹤0.01%
46,865
5270
$462K ﹤0.01%
96,340
+27,133
5271
$461K ﹤0.01%
48,559
+5,710
5272
$461K ﹤0.01%
46,959
5273
$461K ﹤0.01%
47,055
5274
$461K ﹤0.01%
46,651
-25,000
5275
$460K ﹤0.01%
18,323
-28
209 210
211
212 213