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
6576
$40K ﹤0.01%
1,341
+959
6577
$40K ﹤0.01%
1,515
6578
$40K ﹤0.01%
649
-75,601
6579
$40K ﹤0.01%
4,050
6580
$40K ﹤0.01%
896
6581
$40K ﹤0.01%
37,734
+14,600
6582
$40K ﹤0.01%
1,619
+19
6583
$40K ﹤0.01%
2,543
-2,945
6584
$40K ﹤0.01%
4,031
6585
$40K ﹤0.01%
1,087
+20
6586
$39K ﹤0.01%
25,000
6587
$39K ﹤0.01%
+1,060
6588
$39K ﹤0.01%
843
-25
6589
$39K ﹤0.01%
1,557
+1,146
6590
$39K ﹤0.01%
1,260
6591
$39K ﹤0.01%
5,847
-68,728
6592
$39K ﹤0.01%
5,770
-38,500
6593
$39K ﹤0.01%
15,559
-344
6594
$39K ﹤0.01%
8,658
-6,976
6595
$39K ﹤0.01%
3,950
6596
$39K ﹤0.01%
49,473
6597
$39K ﹤0.01%
6,123
+1,001
6598
$38K ﹤0.01%
3,476
+243
6599
$38K ﹤0.01%
1,123
6600
$38K ﹤0.01%
12,497
+5,299
262 263
264
265 266