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
2626
$6.16M ﹤0.01%
436,895
-193,831
2627
$6.15M ﹤0.01%
334,096
-105,634
2628
$6.14M ﹤0.01%
201,679
-16,739
2629
$6.14M ﹤0.01%
133,767
-73,525
2630
$6.14M ﹤0.01%
383,154
-85,105
2631
$6.13M ﹤0.01%
362,104
-146,195
2632
$6.12M ﹤0.01%
62,012
-10,334
2633
$6.12M ﹤0.01%
313,795
+23,545
2634
$6.11M ﹤0.01%
118,926
-32,896
2635
$6.1M ﹤0.01%
721,427
-142,682
2636
$6.1M ﹤0.01%
20,395
+5,410
2637
$6.1M ﹤0.01%
333,306
+273,761
2638
$6.1M ﹤0.01%
185,349
-97,969
2639
$6.1M ﹤0.01%
715,968
+20,728
2640
$6.1M ﹤0.01%
124,219
-35,335
2641
$6.1M ﹤0.01%
708,943
+229,297
2642
$6.1M ﹤0.01%
1,084,826
+255,404
2643
$6.09M ﹤0.01%
395,529
-94,076
2644
$6.09M ﹤0.01%
338,078
-14,351
2645
$6.08M ﹤0.01%
402,741
-159,996
2646
$6.08M ﹤0.01%
219,771
-91,102
2647
$6.08M ﹤0.01%
74,555
+37,294
2648
$6.06M ﹤0.01%
182,141
-85,400
2649
$6.04M ﹤0.01%
347,414
+245,180
2650
$6.04M ﹤0.01%
127,734
+19,808
104 105
106
107 108