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
2526
$6.66M ﹤0.01%
89,971
-660
2527
$6.65M ﹤0.01%
111,382
-63,371
2528
$6.64M ﹤0.01%
59,972
-1,728
2529
$6.64M ﹤0.01%
403,361
+21,909
2530
$6.63M ﹤0.01%
115,716
-235,353
2531
$6.63M ﹤0.01%
1,274,451
+1,257,331
2532
$6.62M ﹤0.01%
613,326
+56,027
2533
$6.62M ﹤0.01%
197,704
-58,704
2534
$6.61M ﹤0.01%
278,690
-69,872
2535
$6.61M ﹤0.01%
557,328
-99,889
2536
$6.61M ﹤0.01%
23,330
-2,924
2537
$6.61M ﹤0.01%
679,298
-103,779
2538
$6.61M ﹤0.01%
451,478
-143,161
2539
$6.59M ﹤0.01%
605,124
-766,514
2540
$6.59M ﹤0.01%
80,709
-42,377
2541
$6.58M ﹤0.01%
969,430
-1,589,824
2542
$6.58M ﹤0.01%
1,216,306
-156,654
2543
$6.58M ﹤0.01%
195,930
+18,114
2544
$6.57M ﹤0.01%
117,905
-422
2545
$6.55M ﹤0.01%
71,431
-7,888
2546
$6.55M ﹤0.01%
234,897
-333,241
2547
$6.55M ﹤0.01%
256,489
+89,869
2548
$6.54M ﹤0.01%
79,973
+4,571
2549
$6.54M ﹤0.01%
133,967
+40,183
2550
$6.54M ﹤0.01%
491,343
+23,259
100 101
102
103 104