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
5676
$219K ﹤0.01%
18,480
-35,618
5677
$219K ﹤0.01%
9,636
+1,812
5678
$218K ﹤0.01%
10,425
+10,134
5679
$218K ﹤0.01%
32,219
-8,421
5680
$217K ﹤0.01%
334,874
5681
$217K ﹤0.01%
32,407
-23,732
5682
$217K ﹤0.01%
12,534
-14,278
5683
$217K ﹤0.01%
30,445
-9,044
5684
$215K ﹤0.01%
2,589
-10,785
5685
$215K ﹤0.01%
6,875
+3,258
5686
$215K ﹤0.01%
3,218
+1,165
5687
$215K ﹤0.01%
43,041
+15,485
5688
$214K ﹤0.01%
8,835
+190
5689
$214K ﹤0.01%
6,507
+1,772
5690
$214K ﹤0.01%
16,206
-19,816
5691
$214K ﹤0.01%
21,975
+4,798
5692
$214K ﹤0.01%
12,354
5693
$213K ﹤0.01%
12,382
+5,908
5694
$212K ﹤0.01%
1,932
+1,885
5695
$212K ﹤0.01%
14,906
-618
5696
$212K ﹤0.01%
10,020
-1,736
5697
$211K ﹤0.01%
10,361
-3,921
5698
$211K ﹤0.01%
15,166
+271
5699
$211K ﹤0.01%
5,174
-517
5700
$210K ﹤0.01%
3,057
-1,227
226 227
228
229 230