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
5626
$240K ﹤0.01%
38,271
+3,486
5627
$240K ﹤0.01%
14,056
+11,193
5628
$239K ﹤0.01%
57,019
+3,020
5629
$239K ﹤0.01%
8,979
-2,605
5630
$239K ﹤0.01%
2,102
-941
5631
$238K ﹤0.01%
3,160
-1,032
5632
$238K ﹤0.01%
55,241
-127,487
5633
$237K ﹤0.01%
558
-1,039
5634
$236K ﹤0.01%
14,964
+859
5635
$236K ﹤0.01%
52,665
+7,857
5636
$236K ﹤0.01%
2,717
-21,117
5637
$235K ﹤0.01%
64,986
-165,792
5638
$235K ﹤0.01%
25,509
+3,428
5639
$235K ﹤0.01%
+59,629
5640
$234K ﹤0.01%
7,050
-1,980
5641
$234K ﹤0.01%
5
-3
5642
$233K ﹤0.01%
19
+2
5643
$232K ﹤0.01%
4,634
-450
5644
$232K ﹤0.01%
10,505
+1,158
5645
$232K ﹤0.01%
165,992
+41,892
5646
$232K ﹤0.01%
23,246
-50,000
5647
$231K ﹤0.01%
17,303
-1,099
5648
$231K ﹤0.01%
2,681
+1,287
5649
$231K ﹤0.01%
6,041
+255
5650
$230K ﹤0.01%
7,533
-2,861
224 225
226
227 228