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
4526
$632K ﹤0.01%
42,022
+675
4527
$632K ﹤0.01%
267,061
-182,940
4528
$631K ﹤0.01%
11,045
-79,235
4529
$631K ﹤0.01%
4,969
-31,590
4530
$629K ﹤0.01%
180,797
-156,838
4531
$625K ﹤0.01%
35,146
-76,729
4532
$625K ﹤0.01%
38,922
+17,457
4533
$624K ﹤0.01%
37,753
-232
4534
$624K ﹤0.01%
11,803
-20,113
4535
$622K ﹤0.01%
207,307
+9,550
4536
$622K ﹤0.01%
82,739
+21,504
4537
$621K ﹤0.01%
10,150
+1,420
4538
$619K ﹤0.01%
49,971
-15,565
4539
$619K ﹤0.01%
178
-152
4540
$618K ﹤0.01%
43,151
-22,407
4541
$617K ﹤0.01%
121,615
+20,047
4542
$617K ﹤0.01%
33,819
-13,833
4543
$616K ﹤0.01%
21,657
-92
4544
$615K ﹤0.01%
95,012
-346,464
4545
$612K ﹤0.01%
129,880
-167,230
4546
$611K ﹤0.01%
46,680
-4,601
4547
$611K ﹤0.01%
32,513
+92
4548
$608K ﹤0.01%
105,147
-92,772
4549
$606K ﹤0.01%
84,926
-34,392
4550
$606K ﹤0.01%
200,434
-285,278
180 181
182
183 184