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
4476
$688K ﹤0.01%
52,504
-16,917
4477
$687K ﹤0.01%
42,171
-23,514
4478
$687K ﹤0.01%
24,469
-281
4479
$686K ﹤0.01%
4,826
-3,212
4480
$685K ﹤0.01%
55,891
+6,067
4481
$685K ﹤0.01%
30,127
+1,183
4482
$684K ﹤0.01%
25,887
-876
4483
$684K ﹤0.01%
77,886
-18,716
4484
$682K ﹤0.01%
36,094
-19,647
4485
$681K ﹤0.01%
21,414
-9,328
4486
$681K ﹤0.01%
66,312
-2,858
4487
$679K ﹤0.01%
24,160
+1,402
4488
$678K ﹤0.01%
57,240
-87,923
4489
$676K ﹤0.01%
108,484
-100,420
4490
$675K ﹤0.01%
151,496
-118,099
4491
$673K ﹤0.01%
153,443
-93,085
4492
$671K ﹤0.01%
41,394
+7,542
4493
$667K ﹤0.01%
6,246
+320
4494
$665K ﹤0.01%
156,442
+67,053
4495
$662K ﹤0.01%
20,724
-1,361
4496
$662K ﹤0.01%
29,500
+20,838
4497
$661K ﹤0.01%
62,947
-27,000
4498
$660K ﹤0.01%
49,640
-13,759
4499
$659K ﹤0.01%
46,238
-7,663
4500
$656K ﹤0.01%
14,571
-693
178 179
180
181 182