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 Fund
S&P 500
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 12.53%
2 Healthcare 10.36%
3 Financials 9.14%
4 Consumer Discretionary 7.65%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5626
$49K ﹤0.01%
16,826
+16,718
5627
$48K ﹤0.01%
3,298
5628
$48K ﹤0.01%
23,298
+6,747
5629
$48K ﹤0.01%
7,848
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5630
$48K ﹤0.01%
2,419
-1,555
5631
$48K ﹤0.01%
1,710
-34
5632
$47K ﹤0.01%
8,705
-1,303
5633
$47K ﹤0.01%
4,514
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5634
$47K ﹤0.01%
7,387
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5635
$46K ﹤0.01%
5,736
-1,116
5636
$46K ﹤0.01%
2,850
-1,000
5637
$45K ﹤0.01%
1,251
5638
$45K ﹤0.01%
196
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5639
$44K ﹤0.01%
5,101
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5640
$44K ﹤0.01%
4,936
-10,152
5641
$44K ﹤0.01%
1,409
-39,498
5642
$44K ﹤0.01%
6,492
+666
5643
$44K ﹤0.01%
1,847
-38,785
5644
$44K ﹤0.01%
1,978
-2,022
5645
$43K ﹤0.01%
5,000
-37,575
5646
$43K ﹤0.01%
200
5647
$43K ﹤0.01%
2,601
5648
$43K ﹤0.01%
3,223
5649
$43K ﹤0.01%
584
5650
$43K ﹤0.01%
1,452
+400
224 225
226
227 228