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
6526
$46K ﹤0.01%
43,038
-209,827
6527
$46K ﹤0.01%
4,462
-25,938
6528
$46K ﹤0.01%
323
-6
6529
$45K ﹤0.01%
907
-355
6530
$45K ﹤0.01%
+200
6531
$45K ﹤0.01%
1,634
6532
$45K ﹤0.01%
2,969
-969
6533
$45K ﹤0.01%
811
-1,250
6534
$45K ﹤0.01%
+500
6535
$45K ﹤0.01%
4,558
+191
6536
$44K ﹤0.01%
13,224
-6,426
6537
$44K ﹤0.01%
442
6538
$44K ﹤0.01%
1,111
+234
6539
$44K ﹤0.01%
3,300
6540
$44K ﹤0.01%
3,278
-495
6541
$44K ﹤0.01%
3,532
+1,515
6542
$44K ﹤0.01%
8,869
-54,304
6543
$44K ﹤0.01%
8,717
+3,816
6544
$44K ﹤0.01%
4,376
+176
6545
$44K ﹤0.01%
+4,527
6546
$44K ﹤0.01%
4,500
6547
$44K ﹤0.01%
+148,291
6548
$44K ﹤0.01%
5,192
-5,960
6549
$43K ﹤0.01%
20,426
+1,617
6550
$43K ﹤0.01%
1,959
-1,684
260 261
262
263 264