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
2826
$5.26M ﹤0.01%
279,341
+104,282
2827
$5.26M ﹤0.01%
555,870
+63,658
2828
$5.26M ﹤0.01%
2,190,901
+1,894,813
2829
$5.25M ﹤0.01%
367,336
+279,458
2830
$5.25M ﹤0.01%
367,583
-64,296
2831
$5.25M ﹤0.01%
138,393
-1,217
2832
$5.24M ﹤0.01%
329,818
-366,758
2833
$5.22M ﹤0.01%
460,343
-796,114
2834
$5.22M ﹤0.01%
328,559
-209,115
2835
$5.21M ﹤0.01%
984,759
-178,026
2836
$5.21M ﹤0.01%
574,551
-491,352
2837
$5.21M ﹤0.01%
453,843
+85,316
2838
$5.2M ﹤0.01%
207,348
-33,685
2839
$5.2M ﹤0.01%
184,615
-89,605
2840
$5.19M ﹤0.01%
480,110
-853
2841
$5.18M ﹤0.01%
123,240
+90
2842
$5.18M ﹤0.01%
47,895
+27,126
2843
$5.18M ﹤0.01%
166,245
-12,134
2844
$5.17M ﹤0.01%
139,378
-126,402
2845
$5.17M ﹤0.01%
427,582
+345,804
2846
$5.17M ﹤0.01%
87,640
-3,476
2847
$5.16M ﹤0.01%
463,560
+68,018
2848
$5.16M ﹤0.01%
249,785
-383,204
2849
$5.15M ﹤0.01%
192,950
-73,051
2850
$5.15M ﹤0.01%
63,105
-52,600
112 113
114
115 116