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
7026
$15K ﹤0.01%
1,759
7027
$15K ﹤0.01%
1,471
-33,415
7028
$15K ﹤0.01%
+197
7029
$15K ﹤0.01%
562
7030
$15K ﹤0.01%
578
-299
7031
$15K ﹤0.01%
7,521
-2,779
7032
$15K ﹤0.01%
487
7033
$15K ﹤0.01%
+4,019
7034
$14K ﹤0.01%
+1,038
7035
$14K ﹤0.01%
+885
7036
$14K ﹤0.01%
700
7037
$14K ﹤0.01%
4,956
-1,012
7038
$14K ﹤0.01%
278
+235
7039
$14K ﹤0.01%
601
+101
7040
$14K ﹤0.01%
420
7041
$14K ﹤0.01%
1,900
+1,857
7042
$14K ﹤0.01%
2,196
-1,304
7043
$14K ﹤0.01%
1
7044
$14K ﹤0.01%
1,391
+1,384
7045
$14K ﹤0.01%
63
-213
7046
$14K ﹤0.01%
2,104
+1,066
7047
$14K ﹤0.01%
333
7048
$14K ﹤0.01%
2,500
+1,700
7049
$14K ﹤0.01%
1,682
+731
7050
$14K ﹤0.01%
729
-2,026