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
5551
$275K ﹤0.01%
13,759
+2,989
5552
$275K ﹤0.01%
18,156
-6,940
5553
$275K ﹤0.01%
9,624
+222
5554
$274K ﹤0.01%
8,932
-19,777
5555
$274K ﹤0.01%
906
+2
5556
$273K ﹤0.01%
11,397
-302
5557
$272K ﹤0.01%
2,701
+378
5558
$272K ﹤0.01%
22,210
-71,618
5559
$272K ﹤0.01%
4,329
-9,762
5560
$271K ﹤0.01%
4,542
-1,638
5561
$271K ﹤0.01%
+13,941
5562
$271K ﹤0.01%
5,196
5563
$271K ﹤0.01%
156,634
-172,736
5564
$270K ﹤0.01%
17,929
+10,419
5565
$269K ﹤0.01%
23,810
-35,408
5566
$269K ﹤0.01%
30,858
+3,289
5567
$269K ﹤0.01%
32,442
-4,368
5568
$269K ﹤0.01%
9,055
-41,526
5569
$268K ﹤0.01%
87,870
+30,974
5570
$268K ﹤0.01%
14,041
+51
5571
$268K ﹤0.01%
205,296
-114,739
5572
$267K ﹤0.01%
15,407
-46,832
5573
$267K ﹤0.01%
44,355
+17,656
5574
$267K ﹤0.01%
370
-31
5575
$266K ﹤0.01%
12,523
-3,600
221 222
223
224 225