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
4951
$322K ﹤0.01%
10,236
+604
4952
$321K ﹤0.01%
24,826
-395
4953
$320K ﹤0.01%
46,762
-10,415
4954
$320K ﹤0.01%
41,381
+9,099
4955
$320K ﹤0.01%
1,435
+1,305
4956
$318K ﹤0.01%
21,563
+7,177
4957
$318K ﹤0.01%
10,867
-2,290
4958
$318K ﹤0.01%
13,217
-1,370
4959
$317K ﹤0.01%
56,792
-10,676
4960
$316K ﹤0.01%
6,372
+4,482
4961
$316K ﹤0.01%
49,701
-10,524
4962
$313K ﹤0.01%
65,161
-174,056
4963
$312K ﹤0.01%
29,697
-355
4964
$311K ﹤0.01%
16,942
-94
4965
$310K ﹤0.01%
13,880
-15,748
4966
$310K ﹤0.01%
79,703
-27,554
4967
$309K ﹤0.01%
27,067
-11,356
4968
$309K ﹤0.01%
41,841
-12,268
4969
$309K ﹤0.01%
10,368
-2,034
4970
$308K ﹤0.01%
106,985
-1,226,459
4971
$308K ﹤0.01%
14,667
-2,106
4972
– –
0
4973
$307K ﹤0.01%
13,106
+4,458
4974
$306K ﹤0.01%
15,479
+2,381
4975
$306K ﹤0.01%
80,726
-40,779
197 198
199
200 201