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
5501
$78K ﹤0.01%
20,469
+14,051
5502
$78K ﹤0.01%
16,021
-489
5503
$78K ﹤0.01%
13,716
+13,693
5504
$77K ﹤0.01%
274
-301
5505
$77K ﹤0.01%
5,960
-8,414
5506
$77K ﹤0.01%
7,261
-206
5507
$77K ﹤0.01%
55,626
+1,577
5508
$76K ﹤0.01%
65,209
-39,193
5509
$76K ﹤0.01%
15,881
-1,640
5510
$76K ﹤0.01%
8,535
-13,972
5511
$76K ﹤0.01%
1,670
-62,396
5512
$76K ﹤0.01%
3,035
-204
5513
$75K ﹤0.01%
3,098
-254,132
5514
$75K ﹤0.01%
5,675
-598
5515
$75K ﹤0.01%
5,091
+315
5516
$75K ﹤0.01%
13,269
+3,519
5517
$75K ﹤0.01%
35,076
+934
5518
$75K ﹤0.01%
1,564
+77
5519
$74K ﹤0.01%
3,993
+2,092
5520
$74K ﹤0.01%
5,858
-3,779
5521
$74K ﹤0.01%
476
-94
5522
$73K ﹤0.01%
1,867
-321
5523
$73K ﹤0.01%
3,600
-6
5524
$72K ﹤0.01%
35,920
-600
5525
$72K ﹤0.01%
1,667
+331
219 220
221
222 223