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
2876
$5.01M ﹤0.01%
289,851
-81,517
2877
$5M ﹤0.01%
103,435
-1,748
2878
$5M ﹤0.01%
525,603
+269,246
2879
$5M ﹤0.01%
133,886
-135,624
2880
$5M ﹤0.01%
142,366
-169,225
2881
$5M ﹤0.01%
144,884
-16,459
2882
$4.99M ﹤0.01%
188,092
+102,615
2883
$4.99M ﹤0.01%
381,361
-88,392
2884
$4.97M ﹤0.01%
81,595
-39,034
2885
$4.97M ﹤0.01%
155,285
-61,029
2886
$4.97M ﹤0.01%
118,348
-31,477
2887
$4.96M ﹤0.01%
26,517
-126,499
2888
$4.96M ﹤0.01%
313,995
-92,289
2889
$4.95M ﹤0.01%
12,014
-6,259
2890
$4.94M ﹤0.01%
88,778
-4,888
2891
$4.94M ﹤0.01%
1,379,138
+398,700
2892
$4.93M ﹤0.01%
83,404
+41,969
2893
$4.93M ﹤0.01%
548,298
+122,073
2894
$4.93M ﹤0.01%
108,603
-184,843
2895
$4.93M ﹤0.01%
321,201
-100,233
2896
$4.92M ﹤0.01%
121,147
-69,063
2897
$4.92M ﹤0.01%
139,894
-3,671
2898
$4.92M ﹤0.01%
199,239
-29,842
2899
$4.91M ﹤0.01%
215,190
-442,098
2900
$4.91M ﹤0.01%
255,357
+28,011
114 115
116
117 118