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
2476
$7.08M ﹤0.01%
465,469
+50,879
2477
$7.05M ﹤0.01%
265,266
-74,477
2478
$7.05M ﹤0.01%
261,239
-37,445
2479
$7.04M ﹤0.01%
306,234
+36,595
2480
$7.04M ﹤0.01%
53,710
+10,609
2481
$7.04M ﹤0.01%
74,977
+3,681
2482
$7.02M ﹤0.01%
111,882
-176,749
2483
$7.01M ﹤0.01%
797,885
-931,607
2484
$7M ﹤0.01%
184,336
-100,856
2485
$7M ﹤0.01%
188,016
+23,727
2486
$6.99M ﹤0.01%
579,557
-109,458
2487
$6.99M ﹤0.01%
247,606
-140,432
2488
$6.98M ﹤0.01%
201,174
-275,163
2489
$6.98M ﹤0.01%
2,054,202
+166,159
2490
$6.97M ﹤0.01%
134,006
-100,060
2491
$6.96M ﹤0.01%
299,692
-124,976
2492
$6.96M ﹤0.01%
148,141
+10,084
2493
$6.96M ﹤0.01%
444,361
+378,976
2494
$6.94M ﹤0.01%
107,772
+58,920
2495
$6.94M ﹤0.01%
322,990
+113,497
2496
$6.92M ﹤0.01%
113,057
+33,761
2497
$6.91M ﹤0.01%
248,726
+40,488
2498
$6.91M ﹤0.01%
371,191
+11,570
2499
$6.89M ﹤0.01%
684,213
-400,047
2500
$6.87M ﹤0.01%
274,770
+41,861
98 99
100
101 102