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
4376
$775K ﹤0.01%
37,244
-8,652
4377
$774K ﹤0.01%
55,912
-34,787
4378
$774K ﹤0.01%
112,945
-9,433
4379
$774K ﹤0.01%
14,578
-34,027
4380
$774K ﹤0.01%
70,673
+5,823
4381
$773K ﹤0.01%
47,631
+12,281
4382
$772K ﹤0.01%
44,284
+16,466
4383
$772K ﹤0.01%
35,735
+1,376
4384
$769K ﹤0.01%
78,826
-182,459
4385
$769K ﹤0.01%
61,271
-31,306
4386
$768K ﹤0.01%
194
+21
4387
$768K ﹤0.01%
17,703
-9,052
4388
$759K ﹤0.01%
74,399
-7,036
4389
$759K ﹤0.01%
62,576
+20,828
4390
$756K ﹤0.01%
67,174
-90,809
4391
$754K ﹤0.01%
22,825
+4,718
4392
$754K ﹤0.01%
68,336
+5,959
4393
$753K ﹤0.01%
83,178
-17,939
4394
$751K ﹤0.01%
56,923
+13,825
4395
$749K ﹤0.01%
13,799
+2,794
4396
$748K ﹤0.01%
28,322
-8,371
4397
$748K ﹤0.01%
33,511
-1,188
4398
$748K ﹤0.01%
73,108
-37,322
4399
$747K ﹤0.01%
56,665
-3,647
4400
$747K ﹤0.01%
61,293
-2,778
174 175
176
177 178