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
6051
$107K ﹤0.01%
13,573
-4,036
6052
$107K ﹤0.01%
+3,407
6053
$107K ﹤0.01%
12,161
+6,822
6054
$107K ﹤0.01%
10,779
-5,085
6055
$107K ﹤0.01%
368
-1
6056
$106K ﹤0.01%
898
+283
6057
$106K ﹤0.01%
16,992
+7,202
6058
$106K ﹤0.01%
+6,978
6059
$106K ﹤0.01%
2,583
-24,834
6060
$105K ﹤0.01%
18,277
+366
6061
$105K ﹤0.01%
13,996
+8,429
6062
$105K ﹤0.01%
10,266
+213
6063
$105K ﹤0.01%
1,277
-82
6064
$105K ﹤0.01%
10,293
-14,318
6065
$105K ﹤0.01%
+20,845
6066
$104K ﹤0.01%
20,408
-10,161
6067
$104K ﹤0.01%
5,742
+1,029
6068
$104K ﹤0.01%
8,447
-285
6069
$104K ﹤0.01%
513
+330
6070
$104K ﹤0.01%
33,846
-9,827
6071
$104K ﹤0.01%
40,944
+10,541
6072
$104K ﹤0.01%
470
+180
6073
$103K ﹤0.01%
714
-5,186
6074
$103K ﹤0.01%
5,307
+3,297
6075
$103K ﹤0.01%
3,925
+3,859
241 242
243
244 245