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
2726
$5.65M ﹤0.01%
263,328
-205,742
2727
$5.65M ﹤0.01%
113,481
+11,715
2728
$5.65M ﹤0.01%
704,457
+588,465
2729
$5.64M ﹤0.01%
52,545
+30,537
2730
$5.64M ﹤0.01%
305,274
-1,059,363
2731
$5.63M ﹤0.01%
1,659,905
+1,115,098
2732
$5.63M ﹤0.01%
239,159
+33,104
2733
$5.62M ﹤0.01%
159,592
-17,844
2734
$5.62M ﹤0.01%
1,257,268
-406,996
2735
$5.61M ﹤0.01%
282,889
+99,419
2736
$5.61M ﹤0.01%
126,264
+3,649
2737
$5.61M ﹤0.01%
468,345
-307,803
2738
$5.61M ﹤0.01%
54,804
-41,847
2739
$5.6M ﹤0.01%
103,552
-44,968
2740
$5.6M ﹤0.01%
214,088
-46,393
2741
$5.59M ﹤0.01%
215,250
+72,652
2742
$5.59M ﹤0.01%
195,775
+2,778
2743
$5.58M ﹤0.01%
335,420
-146,030
2744
$5.58M ﹤0.01%
650,066
+179,115
2745
$5.58M ﹤0.01%
136,158
-98,432
2746
$5.57M ﹤0.01%
173,391
+4,556
2747
$5.56M ﹤0.01%
184,592
+22,635
2748
$5.56M ﹤0.01%
6,138
-14,592
2749
$5.56M ﹤0.01%
395,246
+65,234
2750
$5.56M ﹤0.01%
61,706
-89,794
108 109
110
111 112