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
3226
$3.57M ﹤0.01%
704,104
+284,045
3227
$3.57M ﹤0.01%
909,605
+28,777
3228
$3.56M ﹤0.01%
152,552
-5,827
3229
$3.56M ﹤0.01%
178,666
-51,354
3230
$3.56M ﹤0.01%
319,196
+16,798
3231
$3.56M ﹤0.01%
141,421
+40,019
3232
$3.55M ﹤0.01%
133,004
-113,702
3233
$3.55M ﹤0.01%
80,017
-66,983
3234
$3.54M ﹤0.01%
144,335
+25,397
3235
$3.54M ﹤0.01%
101,359
+50,684
3236
$3.53M ﹤0.01%
81,021
-32,381
3237
$3.53M ﹤0.01%
72,158
+13,278
3238
$3.52M ﹤0.01%
205,901
-82,810
3239
$3.52M ﹤0.01%
145,841
-169
3240
$3.52M ﹤0.01%
97,764
+22,756
3241
$3.51M ﹤0.01%
56,351
+16,056
3242
$3.51M ﹤0.01%
164,690
+130,428
3243
$3.51M ﹤0.01%
452,715
+16,118
3244
$3.5M ﹤0.01%
158,078
+5,061
3245
$3.5M ﹤0.01%
85,920
-8,892
3246
$3.5M ﹤0.01%
124,295
-27,630
3247
$3.49M ﹤0.01%
55,375
+38,566
3248
$3.48M ﹤0.01%
676,476
-56,945
3249
$3.48M ﹤0.01%
99,342
-34,820
3250
$3.48M ﹤0.01%
1,101,900
-1,203,056
128 129
130
131 132