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
3026
$4.34M ﹤0.01%
268,541
+8,286
3027
$4.34M ﹤0.01%
317,824
-1,895,788
3028
$4.34M ﹤0.01%
159,743
+25,577
3029
$4.33M ﹤0.01%
86,376
-21,188
3030
$4.32M ﹤0.01%
160,372
-42,667
3031
$4.32M ﹤0.01%
17,650
+16,292
3032
$4.31M ﹤0.01%
75,604
+25,836
3033
$4.3M ﹤0.01%
41,970
+22,223
3034
$4.29M ﹤0.01%
588,868
-6,246
3035
$4.29M ﹤0.01%
89,022
-40,197
3036
$4.28M ﹤0.01%
199,234
-65,717
3037
$4.28M ﹤0.01%
108,871
-52,688
3038
$4.28M ﹤0.01%
147,008
-12,582
3039
$4.27M ﹤0.01%
6,501
+4,004
3040
$4.27M ﹤0.01%
685,255
+138,259
3041
$4.27M ﹤0.01%
76,051
-131,488
3042
$4.26M ﹤0.01%
468,710
-40,757
3043
$4.26M ﹤0.01%
63,333
-24,437
3044
$4.25M ﹤0.01%
235,197
+30,233
3045
$4.25M ﹤0.01%
365,581
-247,050
3046
$4.25M ﹤0.01%
224,279
-74,333
3047
$4.25M ﹤0.01%
322,777
-271,213
3048
$4.24M ﹤0.01%
58,994
+399
3049
$4.23M ﹤0.01%
175,313
+10,680
3050
$4.23M ﹤0.01%
171,119
-95,752
120 121
122
123 124