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
5351
$399K ﹤0.01%
49,983
-16,677
5352
$399K ﹤0.01%
28,802
-26,062
5353
$398K ﹤0.01%
27,743
+13,264
5354
$397K ﹤0.01%
6,139
-722
5355
$396K ﹤0.01%
260,745
-42,380
5356
$396K ﹤0.01%
86,073
-495,887
5357
$396K ﹤0.01%
38,316
+2,111
5358
$396K ﹤0.01%
18,583
+15,744
5359
$396K ﹤0.01%
32,478
-2,803
5360
$395K ﹤0.01%
5,475
-2,298
5361
$394K ﹤0.01%
11,641
+588
5362
$394K ﹤0.01%
59,667
+166
5363
$394K ﹤0.01%
27,182
-998
5364
$394K ﹤0.01%
1,934
-450
5365
$394K ﹤0.01%
2,838
-951
5366
$394K ﹤0.01%
2,010
+1,752
5367
$394K ﹤0.01%
14,735
-1,879
5368
$393K ﹤0.01%
1,261
-77
5369
$393K ﹤0.01%
30,200
+3,735
5370
$393K ﹤0.01%
18,537
-553
5371
$391K ﹤0.01%
73,197
+26,830
5372
$390K ﹤0.01%
186,582
+78,114
5373
$390K ﹤0.01%
40,000
-40,000
5374
$390K ﹤0.01%
40,000
-40,000
5375
$389K ﹤0.01%
692
213 214
215
216 217