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
4826
$399K ﹤0.01%
22,703
+409
4827
$399K ﹤0.01%
17,625
-2,225
4828
$397K ﹤0.01%
12,030
+1,940
4829
$396K ﹤0.01%
17,357
+15,813
4830
$395K ﹤0.01%
16,380
+4,051
4831
$394K ﹤0.01%
18,346
+3,496
4832
$394K ﹤0.01%
20,367
-4,975
4833
$393K ﹤0.01%
103,102
+26,649
4834
$393K ﹤0.01%
25,025
+4,532
4835
$392K ﹤0.01%
86,642
+29,123
4836
$391K ﹤0.01%
34,141
-319
4837
$390K ﹤0.01%
22,148
+17,091
4838
$390K ﹤0.01%
19,603
-8,472
4839
$389K ﹤0.01%
53,897
-7,703
4840
$389K ﹤0.01%
71,494
-106,368
4841
$389K ﹤0.01%
38,879
+9,835
4842
$388K ﹤0.01%
6,044
-474
4843
$387K ﹤0.01%
13,202
-7,700
4844
$387K ﹤0.01%
11,105
-564
4845
$387K ﹤0.01%
47,098
-62,616
4846
$386K ﹤0.01%
14,878
-6,827
4847
$386K ﹤0.01%
27,054
-951
4848
$385K ﹤0.01%
18,903
-6,434
4849
$385K ﹤0.01%
11,570
-12,117
4850
$384K ﹤0.01%
39,960
+14,819
192 193
194
195 196