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
5526
$288K ﹤0.01%
12,505
+12,383
5527
$287K ﹤0.01%
17,896
-74
5528
$287K ﹤0.01%
29,066
-18,960
5529
$286K ﹤0.01%
+38,100
5530
$286K ﹤0.01%
11,468
+7,236
5531
$286K ﹤0.01%
96,626
+20,855
5532
$285K ﹤0.01%
1,470
-72
5533
$284K ﹤0.01%
22,248
+13,179
5534
$283K ﹤0.01%
29,822
5535
$283K ﹤0.01%
5,842
-69
5536
$283K ﹤0.01%
18,791
+986
5537
$282K ﹤0.01%
4,956
+1,676
5538
$282K ﹤0.01%
248,177
+147,528
5539
$281K ﹤0.01%
11,704
-44,091
5540
$281K ﹤0.01%
50,180
+9,171
5541
$280K ﹤0.01%
43,784
-12,655
5542
$280K ﹤0.01%
7,519
+4,388
5543
$280K ﹤0.01%
38,446
+37,785
5544
$279K ﹤0.01%
11,640
-9,962
5545
$279K ﹤0.01%
22,736
-26,119
5546
$278K ﹤0.01%
61,058
+1,966
5547
$278K ﹤0.01%
26,900
+7,957
5548
$277K ﹤0.01%
83,269
-45,298
5549
$276K ﹤0.01%
34,872
+17,092
5550
$275K ﹤0.01%
22,228
-131,945
220 221
222
223 224