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
4576
$590K ﹤0.01%
566,900
+15,600
4577
$587K ﹤0.01%
72,689
-5,511
4578
$586K ﹤0.01%
77,808
-31,177
4579
$586K ﹤0.01%
34,835
-594
4580
$586K ﹤0.01%
56,153
-173,583
4581
$585K ﹤0.01%
35,209
-322,273
4582
$585K ﹤0.01%
33,148
+4,626
4583
$584K ﹤0.01%
33,224
-7,015
4584
$582K ﹤0.01%
16,897
+11,374
4585
$582K ﹤0.01%
30,701
-7,531
4586
$582K ﹤0.01%
45,595
+13,948
4587
$579K ﹤0.01%
78,194
-88,601
4588
$576K ﹤0.01%
23,234
-10,260
4589
$575K ﹤0.01%
46,228
-11,941
4590
$574K ﹤0.01%
21,744
-4,293
4591
$572K ﹤0.01%
33,558
-10,525
4592
$571K ﹤0.01%
170,550
+67,950
4593
$568K ﹤0.01%
51,569
-16,797
4594
$567K ﹤0.01%
39,544
-103,589
4595
$566K ﹤0.01%
17,950
-4,537
4596
$566K ﹤0.01%
133,348
-10,005
4597
$566K ﹤0.01%
+41,033
4598
$564K ﹤0.01%
43,201
+17,465
4599
$563K ﹤0.01%
59,600
+16,707
4600
$562K ﹤0.01%
53,265
+6,451
182 183
184
185 186