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
3126
$3.95M ﹤0.01%
341,913
-70,066
3127
$3.95M ﹤0.01%
171,004
-4,360
3128
$3.95M ﹤0.01%
72,875
+36,908
3129
$3.94M ﹤0.01%
304,524
+2,425
3130
$3.94M ﹤0.01%
289,095
-217,339
3131
$3.94M ﹤0.01%
205,502
-153,387
3132
$3.93M ﹤0.01%
723
+68
3133
$3.92M ﹤0.01%
154,637
+50,749
3134
$3.92M ﹤0.01%
66,533
+724
3135
$3.92M ﹤0.01%
124,084
-26,578
3136
$3.92M ﹤0.01%
294,294
+42,346
3137
$3.91M ﹤0.01%
140,982
+8,958
3138
$3.91M ﹤0.01%
185,494
-122,470
3139
$3.91M ﹤0.01%
106,837
-34,816
3140
$3.91M ﹤0.01%
70,297
+31,052
3141
$3.9M ﹤0.01%
393,118
+3,574
3142
$3.9M ﹤0.01%
137,270
-74,063
3143
$3.9M ﹤0.01%
132,219
-51,854
3144
$3.89M ﹤0.01%
176,214
+4,035
3145
$3.89M ﹤0.01%
150,125
-11,827
3146
$3.89M ﹤0.01%
81,651
+32,079
3147
$3.89M ﹤0.01%
93,012
+39,158
3148
$3.88M ﹤0.01%
33,357
-70,255
3149
$3.87M ﹤0.01%
192,317
+16,524
3150
$3.86M ﹤0.01%
330,445
-26,816
124 125
126
127 128