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
4926
$339K ﹤0.01%
8,443
-874
4927
$339K ﹤0.01%
82,723
-3,230
4928
$339K ﹤0.01%
16,644
-1,148
4929
$337K ﹤0.01%
400,928
+100,934
4930
$335K ﹤0.01%
21,141
-16,682
4931
$335K ﹤0.01%
35,414
-10,712
4932
$334K ﹤0.01%
19,411
+3,523
4933
$334K ﹤0.01%
78,697
-38,198
4934
$333K ﹤0.01%
89,154
-1,876
4935
$333K ﹤0.01%
14,677
+6,696
4936
$333K ﹤0.01%
13,085
+385
4937
$331K ﹤0.01%
30,208
-381
4938
$328K ﹤0.01%
29,153
+16,094
4939
$328K ﹤0.01%
9,140
-4,713
4940
$328K ﹤0.01%
59,776
+23,387
4941
$327K ﹤0.01%
1,847
+1,525
4942
$326K ﹤0.01%
23,077
-9,315
4943
$326K ﹤0.01%
212,199
-23,214
4944
$325K ﹤0.01%
19,346
-2,050
4945
$324K ﹤0.01%
71,582
+23,617
4946
$324K ﹤0.01%
62,522
-2,419
4947
$324K ﹤0.01%
12,925
+8,155
4948
$324K ﹤0.01%
37,581
-2,404
4949
$324K ﹤0.01%
149,096
-18,538
4950
$323K ﹤0.01%
155,197
-5,059
196 197
198
199 200