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
5701
$36K ﹤0.01%
730
5702
$36K ﹤0.01%
1,204
-506
5703
$35K ﹤0.01%
653
5704
$35K ﹤0.01%
2,214
+5
5705
$35K ﹤0.01%
4,900
5706
$35K ﹤0.01%
1,275
5707
$35K ﹤0.01%
6,136
-91
5708
$35K ﹤0.01%
877
5709
$35K ﹤0.01%
9,554
+9,280
5710
$35K ﹤0.01%
1,622
-14,624
5711
$34K ﹤0.01%
4,005
+4,000
5712
$34K ﹤0.01%
375
-639
5713
$34K ﹤0.01%
1,435
+835
5714
$34K ﹤0.01%
3,500
5715
$34K ﹤0.01%
567
+38
5716
$34K ﹤0.01%
2,316
5717
$34K ﹤0.01%
4,570
+2,198
5718
$34K ﹤0.01%
+2,289
5719
$34K ﹤0.01%
31,788
-19,964
5720
$33K ﹤0.01%
1,811
5721
– –
0
5722
$33K ﹤0.01%
330
5723
$33K ﹤0.01%
3,402
-662
5724
$33K ﹤0.01%
40
+24
5725
$33K ﹤0.01%
3,250
227 228
229
230 231