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
5101
$232K ﹤0.01%
265,773
-34,557
5102
$231K ﹤0.01%
36,364
+34,833
5103
$231K ﹤0.01%
75
+67
5104
$230K ﹤0.01%
12,621
+452
5105
$230K ﹤0.01%
13,956
5106
$229K ﹤0.01%
4,968
+550
5107
$229K ﹤0.01%
17,581
5108
$228K ﹤0.01%
48,537
-31,487
5109
$227K ﹤0.01%
25,625
+1,605
5110
$227K ﹤0.01%
6,415
-287
5111
$226K ﹤0.01%
99,841
+500
5112
$225K ﹤0.01%
15,960
+2,677
5113
$225K ﹤0.01%
6,975
5114
$224K ﹤0.01%
6,616
+3,886
5115
$223K ﹤0.01%
10,966
+10,866
5116
$223K ﹤0.01%
27,287
-985
5117
$222K ﹤0.01%
20,155
-5,536
5118
$220K ﹤0.01%
9,332
-3,207
5119
$220K ﹤0.01%
54,275
-2,451
5120
$219K ﹤0.01%
+4,695
5121
$219K ﹤0.01%
15,943
-38,029
5122
$219K ﹤0.01%
9,122
-446
5123
$219K ﹤0.01%
+9,452
5124
$219K ﹤0.01%
34,676
+25,953
5125
$219K ﹤0.01%
34,343
-1,442
203 204
205
206 207