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
3101
$4.04M ﹤0.01%
504,142
-126,688
3102
$4.03M ﹤0.01%
90,055
+34,162
3103
$4.02M ﹤0.01%
56,211
-167,207
3104
$4.02M ﹤0.01%
89,784
-37,416
3105
$4.02M ﹤0.01%
1,390,299
-208,330
3106
$4.01M ﹤0.01%
159,205
-179,949
3107
$4M ﹤0.01%
321,754
-17,577
3108
$4M ﹤0.01%
155,195
+21,321
3109
$4M ﹤0.01%
189,936
+12,762
3110
$4M ﹤0.01%
226,163
+8,506
3111
$3.99M ﹤0.01%
192,372
+83,341
3112
$3.99M ﹤0.01%
195,233
+48,293
3113
$3.99M ﹤0.01%
75,348
-41,909
3114
$3.99M ﹤0.01%
70,980
-9,514
3115
$3.98M ﹤0.01%
197,947
+5,530
3116
$3.97M ﹤0.01%
124,229
-57,646
3117
$3.97M ﹤0.01%
26,067
-1,783
3118
$3.97M ﹤0.01%
26,719
-146,533
3119
$3.97M ﹤0.01%
123,454
-239,418
3120
$3.97M ﹤0.01%
491,866
-59,160
3121
$3.97M ﹤0.01%
211,855
-55,512
3122
$3.96M ﹤0.01%
116,435
-84,285
3123
$3.96M ﹤0.01%
232,560
+161,245
3124
$3.95M ﹤0.01%
65,902
-3,112
3125
$3.95M ﹤0.01%
206,244
+169,488
123 124
125
126 127