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
4701
$481K ﹤0.01%
36,346
+2,064
4702
$479K ﹤0.01%
21,472
+1,819
4703
$478K ﹤0.01%
29,814
-1,948
4704
$478K ﹤0.01%
92,988
-1,847
4705
$478K ﹤0.01%
483,800
-603,100
4706
$477K ﹤0.01%
26,443
-5,777
4707
$476K ﹤0.01%
40,485
+14,912
4708
$475K ﹤0.01%
38,493
-811,428
4709
$475K ﹤0.01%
19,139
+610
4710
$473K ﹤0.01%
20,504
-10,712
4711
$473K ﹤0.01%
77,161
+81
4712
$473K ﹤0.01%
49,816
-2,568
4713
$472K ﹤0.01%
80,069
+9,305
4714
$472K ﹤0.01%
100,584
+77,844
4715
$470K ﹤0.01%
41,549
-12,712
4716
$469K ﹤0.01%
45,034
-9,356
4717
$469K ﹤0.01%
74,157
-45,793
4718
$469K ﹤0.01%
37,399
-68,905
4719
$469K ﹤0.01%
295,408
+53,450
4720
$468K ﹤0.01%
25,298
+10,957
4721
$467K ﹤0.01%
45,394
+25,884
4722
$466K ﹤0.01%
71,333
+18,807
4723
$466K ﹤0.01%
139,427
+46,442
4724
$466K ﹤0.01%
36,889
+4,996
4725
$465K ﹤0.01%
17,225
-1,760
187 188
189
190 191