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
3176
$3.74M ﹤0.01%
274,777
+94,887
3177
$3.74M ﹤0.01%
42,605
+992
3178
$3.73M ﹤0.01%
141,376
-339,895
3179
$3.73M ﹤0.01%
223,354
+104,477
3180
$3.72M ﹤0.01%
487,569
-48,450
3181
$3.71M ﹤0.01%
87,737
-97,726
3182
$3.71M ﹤0.01%
320,743
-17,738
3183
$3.71M ﹤0.01%
391,012
-513,405
3184
$3.71M ﹤0.01%
350,703
+207,804
3185
$3.71M ﹤0.01%
328,223
+44,189
3186
$3.7M ﹤0.01%
76,210
+21,552
3187
$3.7M ﹤0.01%
100,255
-2,809,601
3188
$3.7M ﹤0.01%
70,850
+38,563
3189
$3.7M ﹤0.01%
133,898
-33,581
3190
$3.69M ﹤0.01%
57,955
+12,714
3191
$3.69M ﹤0.01%
317,122
-72,221
3192
$3.69M ﹤0.01%
81,252
-95,130
3193
$3.68M ﹤0.01%
93,127
-15,053
3194
$3.68M ﹤0.01%
202,337
-138,554
3195
$3.68M ﹤0.01%
71,676
-8,381
3196
$3.68M ﹤0.01%
210,359
+9,056
3197
$3.68M ﹤0.01%
86,701
+52,195
3198
$3.67M ﹤0.01%
335,284
-26,663
3199
$3.67M ﹤0.01%
439,611
+57,320
3200
$3.67M ﹤0.01%
267,116
-83,844
126 127
128
129 130