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
5151
$207K ﹤0.01%
19,325
+5,210
5152
$207K ﹤0.01%
27,894
+22,480
5153
$207K ﹤0.01%
+13,720
5154
$205K ﹤0.01%
24,607
-785
5155
$205K ﹤0.01%
75,151
-3,505
5156
$204K ﹤0.01%
9,103
+6,461
5157
$204K ﹤0.01%
+72,002
5158
$204K ﹤0.01%
22,779
+9,350
5159
$203K ﹤0.01%
6,681
+1,512
5160
$202K ﹤0.01%
8,832
+3,126
5161
$202K ﹤0.01%
1,079
-114
5162
$202K ﹤0.01%
57,644
-10,600
5163
$201K ﹤0.01%
6,851
-18,406
5164
$201K ﹤0.01%
2,158
-499
5165
$201K ﹤0.01%
26,648
+3,355
5166
$200K ﹤0.01%
2,495
-1,322
5167
$199K ﹤0.01%
7,512
-10,394
5168
$199K ﹤0.01%
12,349
+2,882
5169
$198K ﹤0.01%
13,646
-6,836
5170
$198K ﹤0.01%
119,059
+4,109
5171
$197K ﹤0.01%
5,923
-283
5172
$197K ﹤0.01%
34,774
+16,274
5173
$196K ﹤0.01%
3,503
+1,134
5174
$195K ﹤0.01%
8,500
+1,749
5175
$194K ﹤0.01%
30,524
-6,130
205 206
207
208 209