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
4401
$747K ﹤0.01%
12,939
-8,015
4402
$746K ﹤0.01%
112,049
-19,879
4403
$744K ﹤0.01%
84,004
-148,698
4404
$743K ﹤0.01%
56,942
-13,985
4405
$742K ﹤0.01%
56,832
+19,500
4406
$739K ﹤0.01%
215,541
-238,769
4407
$738K ﹤0.01%
6,683
+165
4408
$738K ﹤0.01%
106,122
-4,455
4409
$738K ﹤0.01%
34,388
+15,847
4410
$737K ﹤0.01%
20,275
-12,928
4411
$737K ﹤0.01%
2,833
+372
4412
$735K ﹤0.01%
48,511
-6,975
4413
$733K ﹤0.01%
32,716
-45,017
4414
$731K ﹤0.01%
3,120
+321
4415
$731K ﹤0.01%
35,726
-71,752
4416
$731K ﹤0.01%
98,498
-19,736
4417
$728K ﹤0.01%
25,854
-2,553
4418
$727K ﹤0.01%
25,763
+22,283
4419
$727K ﹤0.01%
14,988
-916
4420
$727K ﹤0.01%
44,188
+10,301
4421
$726K ﹤0.01%
9,515
-1,310
4422
$726K ﹤0.01%
78,690
+32,420
4423
$723K ﹤0.01%
103,481
+74,765
4424
$723K ﹤0.01%
1,751
+485
4425
$723K ﹤0.01%
20,216
+6,158
175 176
177
178 179