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
4801
$409K ﹤0.01%
28,907
-3,827
4802
$409K ﹤0.01%
31,095
-22,454
4803
$408K ﹤0.01%
33,905
-50,844
4804
$407K ﹤0.01%
21,100
-11,458
4805
$407K ﹤0.01%
1,077
+242
4806
$407K ﹤0.01%
7,832
+3,308
4807
$407K ﹤0.01%
115
+22
4808
$406K ﹤0.01%
149,707
-31,053
4809
$406K ﹤0.01%
15,297
-1,550
4810
$406K ﹤0.01%
22,312
-3,700
4811
$406K ﹤0.01%
20,142
-60,022
4812
$405K ﹤0.01%
25,427
+878
4813
$405K ﹤0.01%
17,527
+11,395
4814
$404K ﹤0.01%
9,874
4815
$403K ﹤0.01%
119,756
+71,003
4816
$403K ﹤0.01%
20,181
+592
4817
$402K ﹤0.01%
30,258
-100,480
4818
$402K ﹤0.01%
89,642
+17,022
4819
$402K ﹤0.01%
66,121
-10,840
4820
$401K ﹤0.01%
17,224
-702
4821
$401K ﹤0.01%
22,009
-11,512
4822
$401K ﹤0.01%
56,996
-101,963
4823
$400K ﹤0.01%
50,581
-160,426
4824
$400K ﹤0.01%
37,897
-2,925
4825
$399K ﹤0.01%
14,697
-5,982
191 192
193
194 195