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
5576
$266K ﹤0.01%
3,876
-3,580
5577
$266K ﹤0.01%
8,946
+1,700
5578
$265K ﹤0.01%
110,540
+5,188
5579
$265K ﹤0.01%
4,570
+692
5580
$264K ﹤0.01%
70,309
+31,353
5581
$264K ﹤0.01%
20,537
-854
5582
$264K ﹤0.01%
25,652
-28,104
5583
$264K ﹤0.01%
24,149
+6,743
5584
$264K ﹤0.01%
12,556
-4,809
5585
$264K ﹤0.01%
63,181
+36,750
5586
$263K ﹤0.01%
6,712
+3,205
5587
$263K ﹤0.01%
2,833
-839
5588
$263K ﹤0.01%
918
+25
5589
$263K ﹤0.01%
347
+24
5590
$259K ﹤0.01%
16,667
-164,990
5591
$257K ﹤0.01%
17,949
-9,724
5592
$257K ﹤0.01%
106,951
-11,082
5593
$257K ﹤0.01%
6,910
-1,630
5594
$255K ﹤0.01%
5,907
+2,349
5595
$254K ﹤0.01%
+7,054
5596
$254K ﹤0.01%
13,918
-1,025,212
5597
$253K ﹤0.01%
8,755
+671
5598
$252K ﹤0.01%
63,425
+10,420
5599
$252K ﹤0.01%
51,589
+1,269
5600
$250K ﹤0.01%
96,133
-99,389
222 223
224
225 226