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
5301
$444K ﹤0.01%
58,837
-1,250,200
5302
$443K ﹤0.01%
31,381
-27,039
5303
$443K ﹤0.01%
31,976
-10,801
5304
$443K ﹤0.01%
1,388
-106
5305
$443K ﹤0.01%
175,605
-244,723
5306
$441K ﹤0.01%
7,228
+628
5307
$441K ﹤0.01%
386,783
-565,939
5308
$440K ﹤0.01%
10,860
+1,807
5309
$439K ﹤0.01%
1,280
-4,842
5310
$437K ﹤0.01%
15,833
+14,723
5311
$437K ﹤0.01%
40,946
+6,133
5312
$437K ﹤0.01%
5,294
-8,330
5313
$436K ﹤0.01%
104,989
-14,736
5314
$435K ﹤0.01%
4,988
-15
5315
$435K ﹤0.01%
18,518
-8,173
5316
$435K ﹤0.01%
30,755
+943
5317
$434K ﹤0.01%
161,010
+9,478
5318
$434K ﹤0.01%
38,691
+3,097
5319
$433K ﹤0.01%
41,820
-2,366
5320
$433K ﹤0.01%
18,991
+5,091
5321
$433K ﹤0.01%
16,527
-33,497
5322
$433K ﹤0.01%
14,228
+13,037
5323
$432K ﹤0.01%
9,219
+1,968
5324
$431K ﹤0.01%
51,021
-48,180
5325
$428K ﹤0.01%
88,567
-63,523
211 212
213
214 215