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
2851
$5.13M ﹤0.01%
2,883,099
-464,639
2852
$5.13M ﹤0.01%
310,404
-4,406,158
2853
$5.12M ﹤0.01%
1,502,830
-431,258
2854
$5.11M ﹤0.01%
72,058
-25,728
2855
$5.11M ﹤0.01%
592,129
-179,126
2856
$5.11M ﹤0.01%
71,395
+46,891
2857
$5.11M ﹤0.01%
135,688
+22,164
2858
$5.11M ﹤0.01%
267,426
-20,993
2859
$5.1M ﹤0.01%
91,301
-39,729
2860
$5.09M ﹤0.01%
86,125
+600
2861
$5.09M ﹤0.01%
147,959
-163,571
2862
$5.08M ﹤0.01%
337,134
+61,918
2863
$5.07M ﹤0.01%
183,820
+36,557
2864
$5.07M ﹤0.01%
116,036
-173,447
2865
$5.06M ﹤0.01%
151,063
+33,953
2866
$5.06M ﹤0.01%
960,252
-121,033
2867
$5.06M ﹤0.01%
288,256
+29,839
2868
$5.05M ﹤0.01%
256,459
-1,221
2869
$5.05M ﹤0.01%
383,808
+6,847
2870
$5.04M ﹤0.01%
678,964
-28,689
2871
$5.03M ﹤0.01%
508,212
+86,360
2872
$5.03M ﹤0.01%
72,388
-34,948
2873
$5.03M ﹤0.01%
55,816
-3,747
2874
$5.01M ﹤0.01%
232,551
+179,552
2875
$5.01M ﹤0.01%
555,944
+10,349