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
5926
$136K ﹤0.01%
5,799
+1,498
5927
$136K ﹤0.01%
1,478
+1,414
5928
$136K ﹤0.01%
7,311
+77
5929
$135K ﹤0.01%
5,478
-35
5930
$135K ﹤0.01%
4,696
-2,408
5931
$135K ﹤0.01%
361
-10
5932
$135K ﹤0.01%
11,537
-18,661
5933
$134K ﹤0.01%
8,010
+2,436
5934
$134K ﹤0.01%
5,486
+5
5935
$134K ﹤0.01%
13,531
-2,525
5936
$133K ﹤0.01%
19,543
-40,475
5937
$133K ﹤0.01%
14,668
-26,795
5938
$133K ﹤0.01%
8,007
+787
5939
$133K ﹤0.01%
42,250
-24,987
5940
$132K ﹤0.01%
3,650
-290
5941
$132K ﹤0.01%
7,699
+6,684
5942
$132K ﹤0.01%
+671,685
5943
$131K ﹤0.01%
1,628
+86
5944
$131K ﹤0.01%
13,277
5945
$130K ﹤0.01%
138,735
+600
5946
$130K ﹤0.01%
12,806
-32,951
5947
$130K ﹤0.01%
5,518
+1,980
5948
$130K ﹤0.01%
5,957
-566
5949
$129K ﹤0.01%
13,085
+458
5950
$129K ﹤0.01%
332
+161
236 237
238
239 240