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
5801
$26K ﹤0.01%
1,208
5802
$26K ﹤0.01%
5,125
+225
5803
$26K ﹤0.01%
29,046
5804
$26K ﹤0.01%
1,780
-2,607
5805
$26K ﹤0.01%
1,728
-120
5806
$26K ﹤0.01%
5,249
-3,165
5807
$26K ﹤0.01%
530
-1
5808
$26K ﹤0.01%
2,400
-2,900
5809
$26K ﹤0.01%
4,641
5810
$26K ﹤0.01%
+563
5811
$26K ﹤0.01%
1,057
-641
5812
$26K ﹤0.01%
3,296
+871
5813
$25K ﹤0.01%
61,529
+26,348
5814
$25K ﹤0.01%
2,472
5815
$25K ﹤0.01%
1
5816
$25K ﹤0.01%
4,183
-1,243
5817
$25K ﹤0.01%
1,699
-299
5818
$24K ﹤0.01%
1,606
+50
5819
$24K ﹤0.01%
804
5820
$24K ﹤0.01%
1,160
5821
$24K ﹤0.01%
864
-15,138
5822
$24K ﹤0.01%
+1
5823
$24K ﹤0.01%
1,448
+853
5824
$24K ﹤0.01%
429
+336
5825
$24K ﹤0.01%
1,000
-2,700
231 232
233
234 235