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
5726
$201K ﹤0.01%
2,236
+160
5727
$201K ﹤0.01%
+8,000
5728
$201K ﹤0.01%
33,353
-1,930
5729
$200K ﹤0.01%
11,790
-7,335
5730
$200K ﹤0.01%
5,733
-3,368
5731
$199K ﹤0.01%
+6,058
5732
$199K ﹤0.01%
12,673
+10,673
5733
$199K ﹤0.01%
5,068
-3,108
5734
$199K ﹤0.01%
151,068
-645,586
5735
$198K ﹤0.01%
11,517
-16,721
5736
$197K ﹤0.01%
2,839
+1,998
5737
$196K ﹤0.01%
22,946
-14,223
5738
$195K ﹤0.01%
13,283
+11,635
5739
$195K ﹤0.01%
173,824
-34,844
5740
$195K ﹤0.01%
19,109
+2,786
5741
$194K ﹤0.01%
21,612
+7,527
5742
$194K ﹤0.01%
8,597
5743
$194K ﹤0.01%
46,467
-4,255
5744
$194K ﹤0.01%
14,997
+3,797
5745
$194K ﹤0.01%
9,313
-24,725
5746
$194K ﹤0.01%
31,466
+3,135
5747
$192K ﹤0.01%
8,140
+1,395
5748
$192K ﹤0.01%
5,758
+1,931
5749
$192K ﹤0.01%
84,534
-124,144
5750
$191K ﹤0.01%
6,811
-706
228 229
230
231 232