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
2676
$5.9M ﹤0.01%
227,120
+122,260
2677
$5.9M ﹤0.01%
44,163
-28,054
2678
$5.9M ﹤0.01%
413,818
+132,023
2679
$5.9M ﹤0.01%
327,754
-90,300
2680
$5.9M ﹤0.01%
926,242
-43,867
2681
$5.89M ﹤0.01%
636,329
+22,863
2682
$5.88M ﹤0.01%
146,424
+17,689
2683
$5.87M ﹤0.01%
357,533
+68,727
2684
$5.87M ﹤0.01%
119,114
-123,700
2685
$5.86M ﹤0.01%
9,152
+4,619
2686
$5.86M ﹤0.01%
35,355
+1,696
2687
$5.86M ﹤0.01%
129,125
+59,477
2688
$5.85M ﹤0.01%
378,174
-174,052
2689
$5.85M ﹤0.01%
293,174
+122,398
2690
$5.83M ﹤0.01%
112,182
-46,258
2691
$5.82M ﹤0.01%
510,998
-67,820
2692
$5.81M ﹤0.01%
398,953
+199,041
2693
$5.8M ﹤0.01%
65,153
+1,694
2694
$5.79M ﹤0.01%
187,616
-284,079
2695
$5.79M ﹤0.01%
110,680
-4,198
2696
$5.79M ﹤0.01%
148,790
-83,403
2697
$5.78M ﹤0.01%
405,074
+150,932
2698
$5.76M ﹤0.01%
208,710
-87,591
2699
$5.76M ﹤0.01%
54,508
+15,710
2700
$5.76M ﹤0.01%
482,440
-100,749
106 107
108
109 110