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
6801
$26K ﹤0.01%
1
6802
$26K ﹤0.01%
2,704
6803
$26K ﹤0.01%
10,003
-261
6804
$26K ﹤0.01%
1,188
6805
$26K ﹤0.01%
2,000
6806
$25K ﹤0.01%
1,049
-461
6807
$25K ﹤0.01%
436
-393
6808
$25K ﹤0.01%
670
-1,850
6809
$25K ﹤0.01%
541
-3,973
6810
$25K ﹤0.01%
495
6811
$25K ﹤0.01%
400
6812
– –
0
6813
$25K ﹤0.01%
23,917
-1,269,046
6814
$25K ﹤0.01%
1,500
6815
$25K ﹤0.01%
554
-1,288
6816
$25K ﹤0.01%
8,491
-80,965
6817
$25K ﹤0.01%
2,532
6818
$25K ﹤0.01%
879
-4,302
6819
$25K ﹤0.01%
951
-353
6820
$25K ﹤0.01%
2,357
+876
6821
$25K ﹤0.01%
2,959
+274
6822
$25K ﹤0.01%
2,495
6823
$25K ﹤0.01%
1,090
-9
6824
$25K ﹤0.01%
69,100
-27,498
6825
$25K ﹤0.01%
2,416
-1,800
271 272
273
274 275