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
4876
$369K ﹤0.01%
35,894
-1,661
4877
$367K ﹤0.01%
8,079
+4,712
4878
$367K ﹤0.01%
14,333
-755
4879
$366K ﹤0.01%
24,744
-3,557
4880
$366K ﹤0.01%
50,714
+1,282
4881
$365K ﹤0.01%
12,183
-153
4882
$364K ﹤0.01%
14,780
-385
4883
$364K ﹤0.01%
17,514
+1,263
4884
$363K ﹤0.01%
174,434
-94,181
4885
$363K ﹤0.01%
55,967
-39,666
4886
$363K ﹤0.01%
61,454
-7,140
4887
$362K ﹤0.01%
58,412
+53,912
4888
$361K ﹤0.01%
18,502
+2,938
4889
$361K ﹤0.01%
21,377
-16,041
4890
$360K ﹤0.01%
12,626
+6,936
4891
$359K ﹤0.01%
12,876
-474
4892
$358K ﹤0.01%
113,405
+28,267
4893
$357K ﹤0.01%
15,649
-9,386
4894
$356K ﹤0.01%
66,595
-64,014
4895
$356K ﹤0.01%
23,331
-47
4896
$355K ﹤0.01%
16,149
-1,337
4897
$355K ﹤0.01%
21,430
-760
4898
$355K ﹤0.01%
14,493
-728
4899
$354K ﹤0.01%
20,041
-250
4900
$353K ﹤0.01%
80,444
-56,559
194 195
196
197 198