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
2901
$4.9M ﹤0.01%
307,310
+33,173
2902
$4.89M ﹤0.01%
86,074
+52,896
2903
$4.89M ﹤0.01%
186,482
+78,206
2904
$4.87M ﹤0.01%
93,212
-38,284
2905
$4.87M ﹤0.01%
439,265
+142,364
2906
$4.87M ﹤0.01%
274,390
+74,770
2907
$4.86M ﹤0.01%
264,677
-410,645
2908
$4.86M ﹤0.01%
59,764
+20,932
2909
$4.86M ﹤0.01%
80,939
-1,175
2910
$4.86M ﹤0.01%
382,969
+45,551
2911
$4.85M ﹤0.01%
69,865
-223,646
2912
$4.85M ﹤0.01%
331,391
-253,570
2913
$4.85M ﹤0.01%
113,860
+30,850
2914
$4.85M ﹤0.01%
276,153
-209,145
2915
$4.85M ﹤0.01%
397,561
-516,832
2916
$4.84M ﹤0.01%
218,109
-191,751
2917
$4.84M ﹤0.01%
318,882
-358,123
2918
$4.84M ﹤0.01%
11,515
-3,998
2919
$4.83M ﹤0.01%
288,836
-24,547
2920
$4.83M ﹤0.01%
846,079
-129,587
2921
$4.83M ﹤0.01%
187,405
-13,346
2922
$4.81M ﹤0.01%
349,372
+77,875
2923
$4.81M ﹤0.01%
421,449
-1,201,597
2924
$4.81M ﹤0.01%
376,650
-1,158,020
2925
$4.81M ﹤0.01%
146,026
+41,800
115 116
117
118 119