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
6076
$103K ﹤0.01%
29,336
-18,205
6077
$103K ﹤0.01%
2,848
+1,165
6078
$103K ﹤0.01%
16,625
-3,825
6079
$103K ﹤0.01%
12,288
+8,655
6080
$103K ﹤0.01%
10,210
-499
6081
$102K ﹤0.01%
3,077
+29
6082
$102K ﹤0.01%
63,509
-29,794
6083
$102K ﹤0.01%
2,042
+1,630
6084
$102K ﹤0.01%
372
+1
6085
$102K ﹤0.01%
49,271
-1,800
6086
$102K ﹤0.01%
2,560
+1,733
6087
$102K ﹤0.01%
+14,412
6088
$101K ﹤0.01%
5,346
+2,280
6089
$101K ﹤0.01%
844
+808
6090
$101K ﹤0.01%
5,600
-6,404
6091
$101K ﹤0.01%
38
+13
6092
$101K ﹤0.01%
13,970
+2,500
6093
$101K ﹤0.01%
21,321
-19,225
6094
$101K ﹤0.01%
10,229
-4,728
6095
$101K ﹤0.01%
4,583
-6,033
6096
$101K ﹤0.01%
6,505
-3,178
6097
$100K ﹤0.01%
3,001
+867
6098
$100K ﹤0.01%
5,509
-3,526
6099
$100K ﹤0.01%
5,835
+218
6100
$100K ﹤0.01%
94,860
-19,848
242 243
244
245 246