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
3001
$4.46M ﹤0.01%
160,157
-143,602
3002
$4.46M ﹤0.01%
80,067
-195,410
3003
$4.45M ﹤0.01%
142,745
-237,803
3004
$4.44M ﹤0.01%
220,263
-56,496
3005
$4.44M ﹤0.01%
113,278
+9,940
3006
$4.43M ﹤0.01%
139,783
-241,096
3007
$4.42M ﹤0.01%
309,644
+104,375
3008
$4.42M ﹤0.01%
140,123
-3,160
3009
$4.42M ﹤0.01%
87,064
-433,398
3010
$4.39M ﹤0.01%
318,885
-41,180
3011
$4.38M ﹤0.01%
224,959
-18,811
3012
$4.38M ﹤0.01%
241,100
-3,615
3013
$4.38M ﹤0.01%
946,184
-3,055,328
3014
$4.38M ﹤0.01%
310,570
-14,013
3015
$4.38M ﹤0.01%
171,000
+2,587
3016
$4.38M ﹤0.01%
85,645
-3,098
3017
$4.37M ﹤0.01%
162,102
+23,933
3018
$4.37M ﹤0.01%
179,637
+39,049
3019
$4.37M ﹤0.01%
603,978
-5,996
3020
$4.37M ﹤0.01%
64,570
-13,339
3021
$4.36M ﹤0.01%
154,316
+17,265
3022
$4.36M ﹤0.01%
88,633
-1,663
3023
$4.36M ﹤0.01%
66,490
-51,254
3024
$4.36M ﹤0.01%
1,106,134
+20,190
3025
$4.34M ﹤0.01%
152,513
+33,074
119 120
121
122 123