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
$334B
AUM Growth
-$65.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,050
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$544M
3
+$425M
4
NOW icon
ServiceNow
NOW
+$395M
5
TAL icon
TAL Education Group
TAL
+$387M

Top Sells

1
+$1.14B
2
+$1.08B
3
+$954M
4
QCOM icon
Qualcomm
QCOM
+$688M
5
AVGO icon
Broadcom
AVGO
+$573M

Sector Composition

1 Technology 12.54%
2 Healthcare 10.36%
3 Financials 9.14%
4 Consumer Discretionary 7.65%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4351
$793K ﹤0.01%
280,996
+72,192
4352
$792K ﹤0.01%
46,465
-45,752
4353
$792K ﹤0.01%
26,999
+5,863
4354
$791K ﹤0.01%
30,002
-819
4355
$790K ﹤0.01%
80,109
-21,716
4356
$790K ﹤0.01%
19,117
-281
4357
$790K ﹤0.01%
53,719
-297,377
4358
$790K ﹤0.01%
155,310
+51,801
4359
$789K ﹤0.01%
27,701
-9,265
4360
$786K ﹤0.01%
62,608
-45,715
4361
$783K ﹤0.01%
167,543
-10,112
4362
$783K ﹤0.01%
34,150
+1,439
4363
$783K ﹤0.01%
55,897
-295
4364
$782K ﹤0.01%
10,922
+4,420
4365
$781K ﹤0.01%
55,655
-3,692
4366
$781K ﹤0.01%
14,541
+3,246
4367
$781K ﹤0.01%
64,969
-15,189
4368
$780K ﹤0.01%
39,652
+4,227
4369
$780K ﹤0.01%
8,631
-148
4370
$779K ﹤0.01%
990
+986
4371
$778K ﹤0.01%
176,564
+8,255
4372
$777K ﹤0.01%
15,279
-20,980
4373
$777K ﹤0.01%
50,081
+7,014
4374
$777K ﹤0.01%
24,179
+462
4375
$776K ﹤0.01%
30,828
-1,385
173 174
175
176 177