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
5576
$58K ﹤0.01%
6,010
-177
5577
$58K ﹤0.01%
10,466
-946
5578
$58K ﹤0.01%
87,000
+3,100
5579
$58K ﹤0.01%
12,335
+7,200
5580
$57K ﹤0.01%
2,599
+362
5581
$57K ﹤0.01%
33,132
+9,600
5582
$57K ﹤0.01%
10,872
+10,000
5583
$57K ﹤0.01%
4,730
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5584
$57K ﹤0.01%
7,261
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5585
$57K ﹤0.01%
+951
5586
$57K ﹤0.01%
38,135
-29,596
5587
$57K ﹤0.01%
15,000
+14,900
5588
$56K ﹤0.01%
4,400
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5589
$56K ﹤0.01%
1,839
5590
$56K ﹤0.01%
61,769
-33,015
5591
$56K ﹤0.01%
1,627
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5592
$56K ﹤0.01%
+530
5593
$56K ﹤0.01%
2,527
-4,700
5594
$56K ﹤0.01%
151,287
-128,108
5595
$56K ﹤0.01%
1,566
-4,470
5596
$55K ﹤0.01%
4,559
-49,610
5597
$55K ﹤0.01%
4,950
-3,384
5598
$55K ﹤0.01%
1,156
5599
$55K ﹤0.01%
11,130
+116
5600
$54K ﹤0.01%
1,200
-20,161
222 223
224
225 226