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
5426
$340K ﹤0.01%
1,583
-631
5427
$339K ﹤0.01%
13,360
+2,344
5428
$339K ﹤0.01%
4,233
-200
5429
$338K ﹤0.01%
33,090
-48,263
5430
$338K ﹤0.01%
1,538
+265
5431
$338K ﹤0.01%
72,251
-27,289
5432
$337K ﹤0.01%
61,684
-5,727
5433
$337K ﹤0.01%
3,422
+75
5434
$335K ﹤0.01%
7,010
+63
5435
$335K ﹤0.01%
14,478
+13,111
5436
$335K ﹤0.01%
283,718
-32,850
5437
$334K ﹤0.01%
50,551
-97,411
5438
$334K ﹤0.01%
140,718
-86,618
5439
$333K ﹤0.01%
33,028
+13,907
5440
$332K ﹤0.01%
18,487
-800
5441
$332K ﹤0.01%
24
5442
$332K ﹤0.01%
8,197
-26,889
5443
$332K ﹤0.01%
40,378
-3,417
5444
$332K ﹤0.01%
41,546
+40,962
5445
$330K ﹤0.01%
6,017
+2,888
5446
$330K ﹤0.01%
82,795
+44,073
5447
$330K ﹤0.01%
10,289
-2,929
5448
$330K ﹤0.01%
41,297
+1,293
5449
$329K ﹤0.01%
+10,386
5450
$329K ﹤0.01%
1,012
-637
216 217
218
219 220