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
6851
$24K ﹤0.01%
7,437
+1,814
6852
$24K ﹤0.01%
1,011
-170
6853
$23K ﹤0.01%
1,013
-330
6854
$23K ﹤0.01%
+3,659
6855
$23K ﹤0.01%
1,350
+100
6856
$23K ﹤0.01%
2,294
+1,537
6857
$23K ﹤0.01%
2,029
-991
6858
$23K ﹤0.01%
267
-94
6859
$23K ﹤0.01%
3,062
+325
6860
$23K ﹤0.01%
+53
6861
$23K ﹤0.01%
+750
6862
$23K ﹤0.01%
3,155
+4
6863
$23K ﹤0.01%
473
6864
$23K ﹤0.01%
467
-38
6865
$23K ﹤0.01%
2,371
+871
6866
$23K ﹤0.01%
1
6867
$23K ﹤0.01%
2,077
-4,000
6868
$22K ﹤0.01%
10,000
+5,000
6869
$22K ﹤0.01%
3,590
-94,632
6870
$22K ﹤0.01%
642
-647
6871
$22K ﹤0.01%
1,063
-48,937
6872
$22K ﹤0.01%
1,017
+115
6873
$22K ﹤0.01%
+531
6874
$22K ﹤0.01%
864
6875
$22K ﹤0.01%
+1,569
273 274
275
276 277