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
6001
$120K ﹤0.01%
+4,804
6002
$120K ﹤0.01%
12,140
-3,659
6003
$120K ﹤0.01%
12,061
-8,351
6004
$119K ﹤0.01%
18,197
-14,677
6005
$119K ﹤0.01%
11,418
+9,719
6006
$119K ﹤0.01%
18,424
+7,787
6007
$119K ﹤0.01%
78,730
-135,410
6008
$119K ﹤0.01%
2,338
+1,638
6009
$119K ﹤0.01%
15,715
+6,878
6010
$119K ﹤0.01%
22,018
+3,069
6011
$118K ﹤0.01%
2,892
+53
6012
$118K ﹤0.01%
7,085
+700
6013
$118K ﹤0.01%
45,678
+241
6014
$118K ﹤0.01%
86,461
-34,839
6015
$117K ﹤0.01%
+7,708
6016
$117K ﹤0.01%
681
+11
6017
$117K ﹤0.01%
14,735
+8,830
6018
$116K ﹤0.01%
33,745
+534
6019
$116K ﹤0.01%
4,627
+846
6020
$116K ﹤0.01%
25,981
-14,068
6021
$116K ﹤0.01%
16,682
+12,370
6022
$115K ﹤0.01%
+1,306
6023
$115K ﹤0.01%
8,934
-7,195
6024
$115K ﹤0.01%
21,571
+9,449
6025
$115K ﹤0.01%
73
+5
239 240
241
242 243