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
5776
$183K ﹤0.01%
3,392
-2,192
5777
$183K ﹤0.01%
201,904
+165,283
5778
$183K ﹤0.01%
560
+229
5779
$182K ﹤0.01%
19,361
+6,395
5780
$182K ﹤0.01%
5,635
-4,112
5781
$181K ﹤0.01%
8,618
-6,742
5782
$181K ﹤0.01%
2,523
-564
5783
$181K ﹤0.01%
44,711
-55,641
5784
$181K ﹤0.01%
22,348
-9,013
5785
$180K ﹤0.01%
3,310
+236
5786
$178K ﹤0.01%
16,716
-16,689
5787
$177K ﹤0.01%
15,498
+6,135
5788
$176K ﹤0.01%
10,574
-3,319
5789
$176K ﹤0.01%
1,867
+16
5790
$176K ﹤0.01%
148
-1,538
5791
$175K ﹤0.01%
12,988
5792
$175K ﹤0.01%
8,755
+5,094
5793
$175K ﹤0.01%
78
+40
5794
$174K ﹤0.01%
26,827
+6,338
5795
$174K ﹤0.01%
314
+294
5796
$173K ﹤0.01%
8,638
-1,566
5797
$173K ﹤0.01%
22,328
+4,534
5798
$172K ﹤0.01%
12,619
+2,500
5799
$172K ﹤0.01%
2,862
-81
5800
$172K ﹤0.01%
33,602
+13,493
230 231
232
233 234