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
4651
$519K ﹤0.01%
15,949
+9,557
4652
$518K ﹤0.01%
48,144
-57,708
4653
$517K ﹤0.01%
19,486
+777
4654
$517K ﹤0.01%
62,860
+2,541
4655
$515K ﹤0.01%
60,847
-155,835
4656
$514K ﹤0.01%
42,421
+13,963
4657
$513K ﹤0.01%
5,831
-288
4658
$512K ﹤0.01%
32,846
+7,672
4659
$510K ﹤0.01%
30,206
+238
4660
$510K ﹤0.01%
87,435
+24,149
4661
$509K ﹤0.01%
28,163
-3,057
4662
$509K ﹤0.01%
147,500
-5,509
4663
$508K ﹤0.01%
10,549
-7,625
4664
$508K ﹤0.01%
70,994
-79,950
4665
$507K ﹤0.01%
536
-35
4666
$507K ﹤0.01%
9,876
-4,472
4667
$506K ﹤0.01%
74,655
+55,615
4668
$506K ﹤0.01%
21,968
-13,810
4669
$506K ﹤0.01%
11,404
-9,301
4670
$506K ﹤0.01%
46,528
-2,856
4671
$505K ﹤0.01%
4,444
-315
4672
$504K ﹤0.01%
2,819
-1,445
4673
$504K ﹤0.01%
13,623
-2,419
4674
$504K ﹤0.01%
47,363
-7,407
4675
$504K ﹤0.01%
37,921
-1,701
185 186
187
188 189