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
4976
$306K ﹤0.01%
81,766
+1,079
4977
$304K ﹤0.01%
9,487
+2,685
4978
$303K ﹤0.01%
9,320
-1,153
4979
$303K ﹤0.01%
13,903
-398
4980
$302K ﹤0.01%
44,151
-14,142
4981
$301K ﹤0.01%
13,751
-174
4982
$300K ﹤0.01%
31,505
-45,667
4983
$300K ﹤0.01%
87,443
+3,148
4984
$299K ﹤0.01%
5,123
+429
4985
$299K ﹤0.01%
16,874
+1,196
4986
$299K ﹤0.01%
1,301
+3
4987
$298K ﹤0.01%
11,078
-826
4988
$298K ﹤0.01%
13,487
-259
4989
$296K ﹤0.01%
104,689
-27,674
4990
$296K ﹤0.01%
8,986
-242
4991
$295K ﹤0.01%
87,647
+29,107
4992
$295K ﹤0.01%
13,902
+466
4993
$295K ﹤0.01%
1,554
+134
4994
$294K ﹤0.01%
13,502
-684
4995
$293K ﹤0.01%
12,225
+1,936
4996
$293K ﹤0.01%
35,683
-51,061
4997
$292K ﹤0.01%
10,090
-365
4998
$292K ﹤0.01%
23,420
+11,400
4999
$289K ﹤0.01%
13,342
-9,075
5000
$289K ﹤0.01%
5,315
-24,097
198 199
200
201 202