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
5651
$230K ﹤0.01%
32,188
+3,575
5652
$230K ﹤0.01%
35,954
-20,776
5653
$230K ﹤0.01%
1,044
+202
5654
$229K ﹤0.01%
5,955
+248
5655
$229K ﹤0.01%
30,617
-515
5656
$229K ﹤0.01%
14,245
-5,826
5657
$229K ﹤0.01%
68,107
-210,629
5658
$229K ﹤0.01%
375,571
+57,424
5659
$228K ﹤0.01%
9,960
+548
5660
$227K ﹤0.01%
6,345
-675
5661
$227K ﹤0.01%
9,037
+1,815
5662
$225K ﹤0.01%
12,187
-1,685
5663
$225K ﹤0.01%
54,789
-52,583
5664
$225K ﹤0.01%
53,035
5665
$224K ﹤0.01%
12,575
-3,886
5666
$224K ﹤0.01%
37,505
+27,614
5667
$224K ﹤0.01%
+9,700
5668
$224K ﹤0.01%
+13,087
5669
$223K ﹤0.01%
12,805
-6,029
5670
$222K ﹤0.01%
51,095
+8,664
5671
$220K ﹤0.01%
9,101
-1,651
5672
$220K ﹤0.01%
20,548
-2,236
5673
$220K ﹤0.01%
109,505
-241,466
5674
$220K ﹤0.01%
+30,903
5675
$220K ﹤0.01%
14,537
+1,980
225 226
227
228 229