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
5376
$114K ﹤0.01%
66,574
+8,782
5377
$114K ﹤0.01%
16,042
+1,646
5378
$113K ﹤0.01%
+19,830
5379
$113K ﹤0.01%
70,029
-9,140
5380
$113K ﹤0.01%
1,207
-67
5381
$113K ﹤0.01%
7,525
-312
5382
$112K ﹤0.01%
14,400
+10,324
5383
$112K ﹤0.01%
+15,781
5384
$112K ﹤0.01%
16,877
+8,608
5385
$111K ﹤0.01%
5,904
-4,527
5386
$111K ﹤0.01%
6,688
+475
5387
$111K ﹤0.01%
10,695
-122
5388
$111K ﹤0.01%
31,616
+4,759
5389
$111K ﹤0.01%
8,285
+1,728
5390
$111K ﹤0.01%
55,247
-114,985
5391
$110K ﹤0.01%
8,656
-57,630
5392
$110K ﹤0.01%
29,586
-1,371
5393
$110K ﹤0.01%
11,261
-97,195
5394
$109K ﹤0.01%
+13,396
5395
$109K ﹤0.01%
9,293
-1,217
5396
$109K ﹤0.01%
3,881
-1,920
5397
$108K ﹤0.01%
23,675
-28,790
5398
$108K ﹤0.01%
10,880
-2,142
5399
$108K ﹤0.01%
6,162
+2,486
5400
$108K ﹤0.01%
13,190
-2,392
214 215
216
217 218