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
5551
$63K ﹤0.01%
1,612
-306
5552
$62K ﹤0.01%
4,900
-200
5553
$62K ﹤0.01%
14,700
-1,056
5554
$62K ﹤0.01%
10,067
+2,166
5555
$61K ﹤0.01%
1,891
-41,343
5556
$61K ﹤0.01%
14,782
+3,513
5557
$61K ﹤0.01%
20,344
+7
5558
$61K ﹤0.01%
17,641
+993
5559
$61K ﹤0.01%
3,345
+2,556
5560
$61K ﹤0.01%
13,039
+10,339
5561
$61K ﹤0.01%
5,662
-4,074
5562
$61K ﹤0.01%
2,217
-646
5563
$60K ﹤0.01%
4,925
+113
5564
$60K ﹤0.01%
3,892
+1,768
5565
$60K ﹤0.01%
5,454
+2,200
5566
$60K ﹤0.01%
41,709
+2,540
5567
$60K ﹤0.01%
13,600
-1,607,284
5568
$60K ﹤0.01%
8,552
-206
5569
$59K ﹤0.01%
4,349
+395
5570
$59K ﹤0.01%
2,534
-3,138
5571
$59K ﹤0.01%
1,681
-4
5572
$59K ﹤0.01%
16,974
+1,253
5573
$58K ﹤0.01%
31,669
-14,505
5574
$58K ﹤0.01%
553
-135
5575
$58K ﹤0.01%
1,490
+838
221 222
223
224 225