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
6926
$20K ﹤0.01%
2,000
-1,000
6927
$20K ﹤0.01%
2,000
6928
$19K ﹤0.01%
2,404
-2,162
6929
$19K ﹤0.01%
+2,094
6930
$19K ﹤0.01%
500
6931
$19K ﹤0.01%
+1,000
6932
$19K ﹤0.01%
2,169
+957
6933
$19K ﹤0.01%
135
+40
6934
$19K ﹤0.01%
+818
6935
$19K ﹤0.01%
1,837
-682
6936
$19K ﹤0.01%
498
6937
$19K ﹤0.01%
668
6938
$19K ﹤0.01%
356
+126
6939
$19K ﹤0.01%
9
+5
6940
$19K ﹤0.01%
117
6941
$19K ﹤0.01%
300
-580
6942
$19K ﹤0.01%
841
+386
6943
$19K ﹤0.01%
22
+3
6944
$19K ﹤0.01%
10,316
-345
6945
$19K ﹤0.01%
1,698
-971
6946
$19K ﹤0.01%
+425
6947
$19K ﹤0.01%
21,229
+221
6948
$19K ﹤0.01%
2,502
+1,500
6949
$18K ﹤0.01%
1,869
6950
$18K ﹤0.01%
1,121
-26,459
276 277
278
279 280