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
5851
$155K ﹤0.01%
77,447
-25,248
5852
$155K ﹤0.01%
2,438
-930
5853
$155K ﹤0.01%
3,788
-3,599
5854
$155K ﹤0.01%
1,700
-87
5855
$154K ﹤0.01%
7,997
+958
5856
$154K ﹤0.01%
14,964
-2,188
5857
$154K ﹤0.01%
42,902
+40,324
5858
$154K ﹤0.01%
37,477
+5,903
5859
$154K ﹤0.01%
24,262
+14,299
5860
$154K ﹤0.01%
13,454
-10,599
5861
$153K ﹤0.01%
24,459
+1,932
5862
$152K ﹤0.01%
12,555
-12,743
5863
$152K ﹤0.01%
4,413
-1,347
5864
$152K ﹤0.01%
3,968
-92,428
5865
$152K ﹤0.01%
16,557
-4,811
5866
$152K ﹤0.01%
141,040
-236,750
5867
$151K ﹤0.01%
44,954
+5,624
5868
$151K ﹤0.01%
7,011
-2,144
5869
$151K ﹤0.01%
3,787
-75
5870
$151K ﹤0.01%
15,049
-17,462
5871
$150K ﹤0.01%
22,885
+7,469
5872
$150K ﹤0.01%
2,520
-1,000
5873
$150K ﹤0.01%
15,119
+2,159
5874
$150K ﹤0.01%
15,067
5875
$149K ﹤0.01%
12,306
-24,665
233 234
235
236 237