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
5376
$388K ﹤0.01%
124,519
+13,720
5377
$386K ﹤0.01%
38,622
-4,830
5378
$386K ﹤0.01%
3,282
+558
5379
$386K ﹤0.01%
62,991
+344
5380
$386K ﹤0.01%
3,781
-2,460
5381
$385K ﹤0.01%
4,879
+1,515
5382
$385K ﹤0.01%
22,889
-5,315
5383
$384K ﹤0.01%
20,287
-23,998
5384
$383K ﹤0.01%
694,184
-94,222
5385
$381K ﹤0.01%
9,902
+1,927
5386
$381K ﹤0.01%
63,562
+54,771
5387
$381K ﹤0.01%
11,700
5388
$378K ﹤0.01%
9,120
-1,437
5389
$377K ﹤0.01%
30,418
+6,572
5390
$376K ﹤0.01%
244,155
-284,402
5391
$374K ﹤0.01%
82,410
-37,557
5392
$370K ﹤0.01%
19,017
+13,707
5393
$369K ﹤0.01%
38,685
+705
5394
$368K ﹤0.01%
8,685
-14,037
5395
$368K ﹤0.01%
9,801
+926
5396
$365K ﹤0.01%
45,637
+947
5397
$362K ﹤0.01%
12,657
+5,356
5398
$360K ﹤0.01%
11,427
-11,652
5399
$360K ﹤0.01%
26,825
-40,094
5400
$360K ﹤0.01%
140,529
-1,210,258
214 215
216
217 218