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
5751
$191K ﹤0.01%
25,484
-57,211
5752
$191K ﹤0.01%
66,839
+43,270
5753
$190K ﹤0.01%
2,730
+1,858
5754
$190K ﹤0.01%
16,324
+2,558
5755
$190K ﹤0.01%
19,351
-8,476
5756
$190K ﹤0.01%
122,578
+146
5757
$189K ﹤0.01%
14,573
+1,000
5758
$188K ﹤0.01%
14,313
-6,758
5759
$188K ﹤0.01%
55,155
+14,437
5760
$188K ﹤0.01%
6,722
-799
5761
$188K ﹤0.01%
11,211
-27
5762
$188K ﹤0.01%
19,075
-28,973
5763
$188K ﹤0.01%
44,065
-23,611
5764
$187K ﹤0.01%
3,968
+3,322
5765
$186K ﹤0.01%
4,853
+249
5766
$186K ﹤0.01%
88,104
-53,529
5767
$186K ﹤0.01%
46,434
+43,181
5768
$186K ﹤0.01%
140,868
-130,409
5769
$185K ﹤0.01%
8,020
-1,026
5770
$185K ﹤0.01%
18,917
-883
5771
$184K ﹤0.01%
67,116
+12,574
5772
$184K ﹤0.01%
147,595
-6,367
5773
$184K ﹤0.01%
3,287
-2,545
5774
$184K ﹤0.01%
91,200
-400
5775
$183K ﹤0.01%
+5,000
229 230
231
232 233