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
2751
$5.56M ﹤0.01%
699,001
+361,074
2752
$5.55M ﹤0.01%
514,331
-527,298
2753
$5.55M ﹤0.01%
576,866
-223,800
2754
$5.54M ﹤0.01%
184,168
+82,090
2755
$5.54M ﹤0.01%
229,423
+46,317
2756
$5.54M ﹤0.01%
125,890
-42,474
2757
$5.53M ﹤0.01%
151,833
+29,345
2758
$5.53M ﹤0.01%
124,117
-95,389
2759
$5.53M ﹤0.01%
150,903
-66,355
2760
$5.53M ﹤0.01%
387,752
+5,951
2761
$5.52M ﹤0.01%
193,186
-39,354
2762
$5.52M ﹤0.01%
175,195
+172,949
2763
$5.52M ﹤0.01%
202,797
-20,245
2764
$5.51M ﹤0.01%
104,067
-168,193
2765
$5.5M ﹤0.01%
374,952
-244,021
2766
$5.49M ﹤0.01%
170,209
-21,500
2767
$5.49M ﹤0.01%
2,137,135
+95,985
2768
$5.49M ﹤0.01%
171,016
-58,414
2769
$5.49M ﹤0.01%
168,980
+38,896
2770
$5.47M ﹤0.01%
365,373
-146,709
2771
$5.47M ﹤0.01%
134,472
-63,102
2772
$5.47M ﹤0.01%
112,214
-37,216
2773
$5.46M ﹤0.01%
129,910
-40,199
2774
$5.46M ﹤0.01%
967,099
+72,885
2775
$5.46M ﹤0.01%
185,042
-8,781
109 110
111
112 113