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
5601
$249K ﹤0.01%
28,855
+214
5602
$249K ﹤0.01%
28,495
-4,865
5603
$249K ﹤0.01%
8,177
-4,876
5604
$249K ﹤0.01%
4,859
+571
5605
$248K ﹤0.01%
17,233
+2,306
5606
$248K ﹤0.01%
41,666
-56,974
5607
$248K ﹤0.01%
3,364
-90
5608
$247K ﹤0.01%
35,225
+5,778
5609
$247K ﹤0.01%
37,642
-77,484
5610
$246K ﹤0.01%
14,400
-1,995,386
5611
$246K ﹤0.01%
963
-1,686
5612
$246K ﹤0.01%
6,018
+48
5613
$246K ﹤0.01%
44,140
+12,052
5614
$245K ﹤0.01%
15,255
-5
5615
$245K ﹤0.01%
9,314
+2,380
5616
– –
0
5617
$245K ﹤0.01%
27,785
+554
5618
$244K ﹤0.01%
317,912
+317,476
5619
$243K ﹤0.01%
8,497
+2,444
5620
$243K ﹤0.01%
106,817
-370,624
5621
$243K ﹤0.01%
7,323
+6,976
5622
$241K ﹤0.01%
20,473
-20,477
5623
$241K ﹤0.01%
9,505
+3,292
5624
$241K ﹤0.01%
1,046
5625
$240K ﹤0.01%
131,386
-178,643
223 224
225
226 227