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
2601
$6.26M ﹤0.01%
207,840
-154,040
2602
$6.25M ﹤0.01%
177,904
-1,153
2603
$6.24M ﹤0.01%
287,647
-27,662
2604
$6.24M ﹤0.01%
3,249,673
+1,502,771
2605
$6.24M ﹤0.01%
155,678
-400,977
2606
$6.24M ﹤0.01%
138,303
-3,949,849
2607
$6.23M ﹤0.01%
278,890
+12,068
2608
$6.23M ﹤0.01%
930,058
+925,985
2609
$6.23M ﹤0.01%
181,076
+2,014
2610
$6.22M ﹤0.01%
11,134,356
+6,459,103
2611
$6.21M ﹤0.01%
163,375
+115,615
2612
$6.21M ﹤0.01%
48,464
-2,988
2613
$6.21M ﹤0.01%
121,551
+65,118
2614
$6.21M ﹤0.01%
754,192
+111,225
2615
$6.21M ﹤0.01%
250,801
-85,585
2616
$6.2M ﹤0.01%
94,058
-31,647
2617
$6.18M ﹤0.01%
352,542
-62,928
2618
$6.18M ﹤0.01%
278,240
-6,028
2619
$6.18M ﹤0.01%
578,114
+275,078
2620
$6.18M ﹤0.01%
242,351
-17,798
2621
$6.17M ﹤0.01%
231,932
-85,560
2622
$6.17M ﹤0.01%
373,880
-16,769
2623
$6.17M ﹤0.01%
1,240,726
+329,766
2624
$6.17M ﹤0.01%
110,838
+20,475
2625
$6.16M ﹤0.01%
62,232
+26,636
103 104
105
106 107