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
2926
$4.8M ﹤0.01%
132,328
-97,736
2927
$4.8M ﹤0.01%
330,823
+248,073
2928
$4.8M ﹤0.01%
273,885
+224,751
2929
$4.79M ﹤0.01%
270,417
+40,885
2930
$4.79M ﹤0.01%
124,896
+20,733
2931
$4.79M ﹤0.01%
100,158
-29,844
2932
$4.78M ﹤0.01%
287,419
-65,772
2933
$4.77M ﹤0.01%
141,738
-273,223
2934
$4.77M ﹤0.01%
521,312
+6,207
2935
$4.77M ﹤0.01%
142,233
-66,827
2936
$4.77M ﹤0.01%
86,261
+6,564
2937
$4.76M ﹤0.01%
100,909
+29,044
2938
$4.75M ﹤0.01%
+320,378
2939
$4.75M ﹤0.01%
39,804
-25,635
2940
$4.75M ﹤0.01%
783,398
-96,210
2941
$4.75M ﹤0.01%
204,504
+136,627
2942
$4.74M ﹤0.01%
290,046
-131,645
2943
$4.74M ﹤0.01%
193,242
+66,298
2944
$4.74M ﹤0.01%
187,942
+40,042
2945
$4.73M ﹤0.01%
554,269
+506,081
2946
$4.73M ﹤0.01%
408,966
-516,820
2947
$4.73M ﹤0.01%
350,019
+121,787
2948
$4.73M ﹤0.01%
197,545
+24,941
2949
$4.73M ﹤0.01%
368,466
+157,543
2950
$4.73M ﹤0.01%
203,873
-59,608
116 117
118
119 120