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
3276
$3.37M ﹤0.01%
209,133
-36,973
3277
$3.36M ﹤0.01%
47,574
+21,313
3278
$3.36M ﹤0.01%
96,413
+27,055
3279
$3.35M ﹤0.01%
265,207
-82,689
3280
$3.35M ﹤0.01%
242,014
-17,161
3281
$3.35M ﹤0.01%
190,669
-118,355
3282
$3.35M ﹤0.01%
155,214
-137,043
3283
$3.35M ﹤0.01%
322,373
-191,871
3284
$3.34M ﹤0.01%
142,358
+33,085
3285
$3.34M ﹤0.01%
105,199
-124,081
3286
$3.33M ﹤0.01%
77,638
-11,819
3287
$3.33M ﹤0.01%
147,904
-1,923
3288
$3.33M ﹤0.01%
235,293
+76,068
3289
$3.33M ﹤0.01%
475,433
+392,934
3290
$3.33M ﹤0.01%
130,300
+39,917
3291
$3.32M ﹤0.01%
44,249
+24,108
3292
$3.31M ﹤0.01%
96,606
-87,418
3293
$3.31M ﹤0.01%
343,350
-161,254
3294
$3.31M ﹤0.01%
4,462
-8,070
3295
$3.3M ﹤0.01%
247,949
+144,341
3296
$3.29M ﹤0.01%
127,514
+61,722
3297
$3.29M ﹤0.01%
79,843
+12,563
3298
$3.29M ﹤0.01%
365,108
+120,036
3299
$3.29M ﹤0.01%
111,463
+69,747
3300
$3.29M ﹤0.01%
48,957
+22,829
130 131
132
133 134