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
5451
$328K ﹤0.01%
11,660
+6,791
5452
$328K ﹤0.01%
6,601
+1,031
5453
$327K ﹤0.01%
114,107
-51,160
5454
$327K ﹤0.01%
16,899
-10,201
5455
$327K ﹤0.01%
4,956
-10,452
5456
$326K ﹤0.01%
11,918
+3,366
5457
$326K ﹤0.01%
1,719
+1,172
5458
$324K ﹤0.01%
26,904
+22,377
5459
$324K ﹤0.01%
32,696
-9,977
5460
$323K ﹤0.01%
4,553
-113,219
5461
$323K ﹤0.01%
30,028
+23,302
5462
$323K ﹤0.01%
2,854
-5,660
5463
$323K ﹤0.01%
20,986
-11,281
5464
$322K ﹤0.01%
13,990
-1,452
5465
$322K ﹤0.01%
67,702
-508,375
5466
$322K ﹤0.01%
32,404
-28,743
5467
$321K ﹤0.01%
46,168
-67
5468
$320K ﹤0.01%
29,509
+5,793
5469
$319K ﹤0.01%
16,015
-2,411
5470
$319K ﹤0.01%
39,260
+14,134
5471
$318K ﹤0.01%
37,493
+14,095
5472
$318K ﹤0.01%
6,407
+687
5473
$318K ﹤0.01%
22,964
-1,356
5474
$317K ﹤0.01%
13,213
-46
5475
$316K ﹤0.01%
13,134
+60
217 218
219
220 221