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
4776
$424K ﹤0.01%
20,437
-3,179
4777
$423K ﹤0.01%
17,955
-655
4778
$422K ﹤0.01%
9,814
+8,577
4779
$422K ﹤0.01%
41,634
+4,710
4780
$422K ﹤0.01%
123,618
-789
4781
$421K ﹤0.01%
22,314
-3,262
4782
$420K ﹤0.01%
15,838
+408
4783
$420K ﹤0.01%
164,577
-298,770
4784
$420K ﹤0.01%
49,850
-3,808
4785
$419K ﹤0.01%
8,153
-843
4786
$419K ﹤0.01%
17,236
-76,559
4787
$417K ﹤0.01%
22,937
+1,723
4788
$415K ﹤0.01%
6,891
-2,061
4789
$415K ﹤0.01%
64,435
-6,908
4790
$413K ﹤0.01%
230,168
+12,539
4791
$413K ﹤0.01%
96,300
+2,020
4792
$413K ﹤0.01%
859
-47
4793
$413K ﹤0.01%
5,568
4794
$413K ﹤0.01%
8,679
+6,601
4795
$411K ﹤0.01%
20,505
+16,058
4796
$411K ﹤0.01%
20,526
-3,081
4797
$411K ﹤0.01%
16,605
-56,577
4798
$411K ﹤0.01%
28,905
+9,870
4799
$411K ﹤0.01%
27,604
+2,655
4800
$411K ﹤0.01%
20,683
+12,798
190 191
192
193 194