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
5276
$459K ﹤0.01%
12,347
-3,964
5277
$459K ﹤0.01%
13,363
5278
$459K ﹤0.01%
8,386
+6,308
5279
$458K ﹤0.01%
44,675
+29,191
5280
$457K ﹤0.01%
7,043
-1,922
5281
$456K ﹤0.01%
9,153
+1,503
5282
$456K ﹤0.01%
27,835
+8,322
5283
$455K ﹤0.01%
20,122
+708
5284
$453K ﹤0.01%
119,969
+6,617
5285
$453K ﹤0.01%
12,633
-88,055
5286
$451K ﹤0.01%
66,236
-52,667
5287
$451K ﹤0.01%
51,978
+38,018
5288
$451K ﹤0.01%
50,543
-10,576
5289
$451K ﹤0.01%
4,470
+2,850
5290
$451K ﹤0.01%
600,688
+28,120
5291
$449K ﹤0.01%
41,649
+431
5292
$449K ﹤0.01%
10,381
-6,087
5293
$448K ﹤0.01%
55,027
-19,575
5294
$448K ﹤0.01%
34,375
+14,173
5295
$448K ﹤0.01%
200,180
+11,969
5296
$447K ﹤0.01%
12,424
+6,154
5297
$447K ﹤0.01%
146,740
+91,044
5298
$447K ﹤0.01%
45,194
-1,172
5299
$446K ﹤0.01%
77,185
+66,169
5300
$444K ﹤0.01%
40,321
+11,786
210 211
212
213 214