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
3201
$3.67M ﹤0.01%
135,714
+4,234
3202
$3.66M ﹤0.01%
196,270
-104,256
3203
$3.66M ﹤0.01%
318,764
+72,901
3204
$3.65M ﹤0.01%
296,628
+15,532
3205
$3.65M ﹤0.01%
37,905
-987
3206
$3.64M ﹤0.01%
375,588
+31,750
3207
$3.63M ﹤0.01%
263,224
-11,969
3208
$3.63M ﹤0.01%
33,055
-7,072
3209
$3.63M ﹤0.01%
78,686
+28,737
3210
$3.63M ﹤0.01%
163,073
+91,299
3211
$3.63M ﹤0.01%
407,427
+8,529
3212
$3.62M ﹤0.01%
154,910
-152,407
3213
$3.62M ﹤0.01%
1,721,738
-405,089
3214
$3.61M ﹤0.01%
51,344
-14,847
3215
$3.61M ﹤0.01%
89,544
-16,166
3216
$3.6M ﹤0.01%
98,598
+11,468
3217
$3.6M ﹤0.01%
72,172
-977
3218
$3.6M ﹤0.01%
112,579
-290,509
3219
$3.6M ﹤0.01%
56,011
-203,812
3220
$3.6M ﹤0.01%
1,642,197
+81,573
3221
$3.59M ﹤0.01%
145,182
-23,872
3222
$3.58M ﹤0.01%
533,395
+175,759
3223
$3.58M ﹤0.01%
168,595
+46,023
3224
$3.57M ﹤0.01%
251,895
-7,266
3225
$3.57M ﹤0.01%
140,566
+75,537
127 128
129
130 131