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
6551
$43K ﹤0.01%
1,059
-371
6552
$43K ﹤0.01%
8,570
-956
6553
$43K ﹤0.01%
1,462
+1,016
6554
$43K ﹤0.01%
3,466
+870
6555
$43K ﹤0.01%
4,414
-5,650
6556
$43K ﹤0.01%
1,441
6557
$42K ﹤0.01%
319
-1,493
6558
$42K ﹤0.01%
1,241
-358
6559
$42K ﹤0.01%
+134
6560
$42K ﹤0.01%
1,032
+217
6561
$42K ﹤0.01%
+32,800
6562
$42K ﹤0.01%
616
+164
6563
$41K ﹤0.01%
1,500
6564
$41K ﹤0.01%
8,363
-60,201
6565
$41K ﹤0.01%
15,380
-6,061
6566
$41K ﹤0.01%
4,607
-38
6567
$41K ﹤0.01%
1,197
-2
6568
$41K ﹤0.01%
1,656
6569
$40K ﹤0.01%
3,996
-600
6570
$40K ﹤0.01%
6,614
+138
6571
$40K ﹤0.01%
6,225
-12,725
6572
$40K ﹤0.01%
1,720
-199
6573
$40K ﹤0.01%
1,056
-992
6574
$40K ﹤0.01%
1,928
6575
$40K ﹤0.01%
15,430
-958
261 262
263
264 265