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
5526
$72K ﹤0.01%
3,599
-4,551
5527
$70K ﹤0.01%
5,977
-500
5528
$70K ﹤0.01%
10,465
+126
5529
$70K ﹤0.01%
2,804
+1,145
5530
$70K ﹤0.01%
7,798
-19,150
5531
$70K ﹤0.01%
439
+15
5532
$69K ﹤0.01%
1,649
+890
5533
$69K ﹤0.01%
2,040
-240
5534
$69K ﹤0.01%
9,884
-2,625
5535
$68K ﹤0.01%
2,497
-1,230
5536
$68K ﹤0.01%
9,420
-4,996
5537
$67K ﹤0.01%
71
-1,421
5538
$64K ﹤0.01%
844
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5539
$64K ﹤0.01%
3,989
-6,914
5540
$64K ﹤0.01%
686
-1,150
5541
$64K ﹤0.01%
1,654
5542
$64K ﹤0.01%
5,842
-488
5543
$64K ﹤0.01%
1,403
-2,282
5544
$64K ﹤0.01%
1,874
-11,969
5545
$64K ﹤0.01%
11,432
+9,596
5546
$64K ﹤0.01%
7,850
+10
5547
$63K ﹤0.01%
6,500
5548
$63K ﹤0.01%
3,850
-573
5549
$63K ﹤0.01%
33,014
+10,645
5550
$63K ﹤0.01%
2,185
+2,010
220 221
222
223 224