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
5826
$164K ﹤0.01%
187,885
5827
$164K ﹤0.01%
9,610
-3,230
5828
$163K ﹤0.01%
12,355
+6,031
5829
$163K ﹤0.01%
3,701
-433
5830
$163K ﹤0.01%
474
-519
5831
$163K ﹤0.01%
28,565
-2,937
5832
$162K ﹤0.01%
16,453
+2,489
5833
$162K ﹤0.01%
988
+463
5834
$162K ﹤0.01%
1,069
+519
5835
$162K ﹤0.01%
14,195
+3,544
5836
– –
0
5837
$161K ﹤0.01%
14,414
-2,917
5838
$160K ﹤0.01%
4,447
+4,117
5839
$160K ﹤0.01%
7,229
+1,041
5840
$160K ﹤0.01%
19,115
-24,521
5841
$159K ﹤0.01%
5,555
-26
5842
$159K ﹤0.01%
15,740
+10,640
5843
$158K ﹤0.01%
4,000
5844
$157K ﹤0.01%
9,109
-491
5845
$157K ﹤0.01%
+1,663
5846
$157K ﹤0.01%
22,308
-14,168
5847
$156K ﹤0.01%
25,330
-41,319
5848
$156K ﹤0.01%
12,160
-4,256
5849
$156K ﹤0.01%
27,204
+579
5850
$155K ﹤0.01%
71,336
+27,423
232 233
234
235 236