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
3076
$4.12M ﹤0.01%
434,678
+108,006
3077
$4.12M ﹤0.01%
587,986
+138,798
3078
$4.11M ﹤0.01%
105,614
-3,170
3079
$4.11M ﹤0.01%
1,826,235
+467,861
3080
$4.1M ﹤0.01%
198,660
-73,420
3081
$4.1M ﹤0.01%
114,845
-527,795
3082
$4.1M ﹤0.01%
206,015
-27,849
3083
$4.1M ﹤0.01%
241,822
-10,588
3084
$4.1M ﹤0.01%
194,858
-86,569
3085
$4.09M ﹤0.01%
112,306
-21,015
3086
$4.09M ﹤0.01%
86,539
-485
3087
$4.09M ﹤0.01%
231,125
-62,867
3088
$4.09M ﹤0.01%
950,522
+616,456
3089
$4.08M ﹤0.01%
1,286,813
+4,362
3090
$4.08M ﹤0.01%
110,673
+37,175
3091
$4.08M ﹤0.01%
148,000
-18,304
3092
$4.08M ﹤0.01%
308,713
+65,181
3093
$4.07M ﹤0.01%
82,752
-49,139
3094
$4.06M ﹤0.01%
313,762
-15,715
3095
$4.06M ﹤0.01%
116,448
+2,679
3096
$4.05M ﹤0.01%
213,182
+21,629
3097
$4.05M ﹤0.01%
282,949
+366
3098
$4.04M ﹤0.01%
224,715
+6,408
3099
$4.04M ﹤0.01%
128,222
+128,002
3100
$4.04M ﹤0.01%
504,142
-126,688
122 123
124
125 126