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
6426
$56K ﹤0.01%
1,498
6427
$56K ﹤0.01%
5,647
6428
$56K ﹤0.01%
1,906
+1,666
6429
$56K ﹤0.01%
5,737
6430
$55K ﹤0.01%
1,178
-210
6431
$55K ﹤0.01%
6,806
-728
6432
$55K ﹤0.01%
18,858
+17,757
6433
$55K ﹤0.01%
509
-87
6434
$55K ﹤0.01%
2,401
-10,908
6435
$55K ﹤0.01%
2,001
-9,361
6436
$55K ﹤0.01%
3,602
+1,666
6437
$55K ﹤0.01%
10,453
+423
6438
$55K ﹤0.01%
5,700
+5,200
6439
$55K ﹤0.01%
7,060
-127,818
6440
$54K ﹤0.01%
26
-28
6441
$54K ﹤0.01%
10,904
-2,959
6442
$54K ﹤0.01%
+4,500
6443
$54K ﹤0.01%
8,099
-364
6444
$54K ﹤0.01%
1,363
+212
6445
$54K ﹤0.01%
1,816
+29
6446
$54K ﹤0.01%
5,426
-6,498
6447
$54K ﹤0.01%
5,045
+2,486
6448
$53K ﹤0.01%
13,687
-6,946
6449
$53K ﹤0.01%
2,189
6450
$53K ﹤0.01%
591
+144
256 257
258
259 260