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
6251
$78K ﹤0.01%
1,076
+64
6252
$78K ﹤0.01%
13,732
-64,983
6253
$78K ﹤0.01%
2,500
6254
$78K ﹤0.01%
8,361
+4,199
6255
$77K ﹤0.01%
2,700
+2,200
6256
$77K ﹤0.01%
+7,145
6257
$77K ﹤0.01%
10,216
+2,301
6258
$77K ﹤0.01%
6,444
-334
6259
$77K ﹤0.01%
8,891
+3,211
6260
$77K ﹤0.01%
12,186
-4,908
6261
$77K ﹤0.01%
10,720
+8,569
6262
$77K ﹤0.01%
7,932
-51,667
6263
$76K ﹤0.01%
2,058
+1,073
6264
$76K ﹤0.01%
2,000
6265
$76K ﹤0.01%
17
-413
6266
$76K ﹤0.01%
2,738
-1,544
6267
$76K ﹤0.01%
23,325
+2,000
6268
$76K ﹤0.01%
3,158
+57
6269
$76K ﹤0.01%
8,983
6270
$75K ﹤0.01%
2,770
+558
6271
$75K ﹤0.01%
1,626
-2,057
6272
$75K ﹤0.01%
897
-4,467
6273
$75K ﹤0.01%
704
-6,532
6274
$75K ﹤0.01%
5,040
-1
6275
$75K ﹤0.01%
3,322
+2,069
249 250
251
252 253