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
6126
$96K ﹤0.01%
3,500
6127
$96K ﹤0.01%
35,840
-12,546
6128
$96K ﹤0.01%
9,578
6129
$95K ﹤0.01%
3,512
6130
$95K ﹤0.01%
4,743
-557
6131
$95K ﹤0.01%
11,831
-12,969
6132
$95K ﹤0.01%
2,496
-728
6133
$95K ﹤0.01%
8,058
+1,074
6134
$95K ﹤0.01%
9,615
6135
$95K ﹤0.01%
19,816
+8,992
6136
$94K ﹤0.01%
2,793
-472
6137
$94K ﹤0.01%
5,706
+2,007
6138
$94K ﹤0.01%
4,878
-386
6139
$94K ﹤0.01%
59,365
-28,185
6140
$94K ﹤0.01%
2,626
+616
6141
$94K ﹤0.01%
5,484
+4,040
6142
$94K ﹤0.01%
9,600
6143
$94K ﹤0.01%
1,895
+612
6144
$94K ﹤0.01%
10,131
-823
6145
$93K ﹤0.01%
+463
6146
$93K ﹤0.01%
847
-136
6147
$92K ﹤0.01%
12,901
-38,440
6148
$92K ﹤0.01%
6,141
-1,014
6149
$92K ﹤0.01%
1,207
+232
6150
$92K ﹤0.01%
5,025
244 245
246
247 248