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
5501
$304K ﹤0.01%
17,023
-643
5502
$304K ﹤0.01%
26,700
-892
5503
$303K ﹤0.01%
15,386
+3,000
5504
$303K ﹤0.01%
17,773
-3,728
5505
$302K ﹤0.01%
13,383
+6,916
5506
$302K ﹤0.01%
53,972
+46,688
5507
$302K ﹤0.01%
50,281
-3,917
5508
$301K ﹤0.01%
22,089
-2,645
5509
$300K ﹤0.01%
2
-1
5510
$300K ﹤0.01%
42,603
-49,214
5511
$299K ﹤0.01%
14,956
+621
5512
$298K ﹤0.01%
3,585
-197
5513
$298K ﹤0.01%
6,093
5514
$297K ﹤0.01%
25,591
-46,377
5515
$297K ﹤0.01%
1,559
+640
5516
$296K ﹤0.01%
34,872
+2,014
5517
$294K ﹤0.01%
11,236
-10,652
5518
$294K ﹤0.01%
27,020
-384
5519
$294K ﹤0.01%
16,185
-2,071
5520
$292K ﹤0.01%
9,808
-2,500
5521
$292K ﹤0.01%
10,327
5522
$291K ﹤0.01%
15,623
+1,313
5523
$290K ﹤0.01%
19,472
-732
5524
$289K ﹤0.01%
42,312
-38,076
5525
$289K ﹤0.01%
31,692
+76
219 220
221
222 223