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
5876
$149K ﹤0.01%
15,901
-34,354
5877
$148K ﹤0.01%
9,140
-465
5878
$148K ﹤0.01%
14,892
+5,392
5879
$148K ﹤0.01%
3,697
-18,480
5880
$147K ﹤0.01%
74
5881
$147K ﹤0.01%
16,160
-6,375
5882
$147K ﹤0.01%
2,300
-376
5883
$147K ﹤0.01%
8,150
-15,957
5884
$147K ﹤0.01%
9,330
+1,450
5885
$147K ﹤0.01%
66,600
5886
$147K ﹤0.01%
16,501
-395
5887
$146K ﹤0.01%
17,985
-19,620
5888
$146K ﹤0.01%
13,526
-3,910
5889
$146K ﹤0.01%
6,598
-202
5890
$146K ﹤0.01%
1,894
-16,300
5891
$146K ﹤0.01%
14,817
5892
$146K ﹤0.01%
14,817
5893
$146K ﹤0.01%
14,817
5894
$144K ﹤0.01%
1,231
-2,053
5895
$144K ﹤0.01%
34,810
+32,810
5896
$143K ﹤0.01%
2,402
+2,173
5897
$143K ﹤0.01%
1,441
-14,059
5898
$143K ﹤0.01%
190,584
5899
$143K ﹤0.01%
80,810
-34,952
5900
$143K ﹤0.01%
4,270
+897
234 235
236
237 238