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
6201
$85K ﹤0.01%
47,949
-85,458
6202
$85K ﹤0.01%
2,895
6203
$85K ﹤0.01%
39,266
+8,183
6204
$85K ﹤0.01%
41,793
-496
6205
$85K ﹤0.01%
2,750
-475
6206
$85K ﹤0.01%
20,210
+884
6207
$85K ﹤0.01%
8,591
6208
$85K ﹤0.01%
29,486
+21,099
6209
$85K ﹤0.01%
8,497
6210
$85K ﹤0.01%
3,887
-41
6211
$84K ﹤0.01%
33,423
+9,523
6212
$84K ﹤0.01%
5,043
-5,583
6213
$84K ﹤0.01%
749
+558
6214
$84K ﹤0.01%
1,119
+727
6215
$83K ﹤0.01%
13,107
-390
6216
$83K ﹤0.01%
2,397
+23
6217
$83K ﹤0.01%
1,848
+229
6218
$83K ﹤0.01%
2,210
6219
$83K ﹤0.01%
1,497
-2,027
6220
$83K ﹤0.01%
9,500
-30,301
6221
$83K ﹤0.01%
2,377
+1,855
6222
$83K ﹤0.01%
25,832
+7,018
6223
$83K ﹤0.01%
5,958
-170
6224
$83K ﹤0.01%
3,600
-1,600
6225
$83K ﹤0.01%
1,594
247 248
249
250 251