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
3051
$4.23M ﹤0.01%
175,371
-140,053
3052
$4.22M ﹤0.01%
355,794
+40,814
3053
$4.22M ﹤0.01%
204,214
+17,312
3054
$4.21M ﹤0.01%
169,417
+22,002
3055
$4.2M ﹤0.01%
42,407
-3,696
3056
$4.19M ﹤0.01%
723,462
+22,362
3057
$4.18M ﹤0.01%
172,185
-229,626
3058
$4.16M ﹤0.01%
145,608
+30,456
3059
$4.16M ﹤0.01%
40,751
-87,754
3060
$4.16M ﹤0.01%
1,085,575
+60,222
3061
$4.16M ﹤0.01%
1,154,613
+1,153,613
3062
$4.15M ﹤0.01%
1,379,998
-133,846
3063
$4.15M ﹤0.01%
112,789
+13,513
3064
$4.15M ﹤0.01%
114,181
-238,846
3065
$4.14M ﹤0.01%
199,742
-33,760
3066
$4.14M ﹤0.01%
90,965
+50,022
3067
$4.14M ﹤0.01%
240,377
-526,121
3068
$4.14M ﹤0.01%
408,432
-142,393
3069
$4.14M ﹤0.01%
574,250
-454,023
3070
$4.14M ﹤0.01%
439,639
-705,079
3071
$4.13M ﹤0.01%
196,710
+38,947
3072
$4.13M ﹤0.01%
279,178
+161,341
3073
$4.13M ﹤0.01%
117,177
-23,465
3074
$4.13M ﹤0.01%
236,223
-8,783
3075
$4.12M ﹤0.01%
213,228
-183,461
121 122
123
124 125