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
3301
$3.29M ﹤0.01%
179,811
+63,918
3302
$3.28M ﹤0.01%
148,157
-137,257
3303
$3.27M ﹤0.01%
129,513
-69,009
3304
$3.27M ﹤0.01%
135,209
-47,138
3305
$3.27M ﹤0.01%
104,367
+100,677
3306
$3.27M ﹤0.01%
471,813
+25,821
3307
$3.27M ﹤0.01%
129,579
-236,160
3308
$3.25M ﹤0.01%
173,567
+25,279
3309
$3.25M ﹤0.01%
109,193
-138,096
3310
$3.25M ﹤0.01%
67,675
-8,080
3311
$3.25M ﹤0.01%
67,273
-48,801
3312
$3.24M ﹤0.01%
338,989
-358,582
3313
$3.24M ﹤0.01%
139,262
+14,606
3314
$3.24M ﹤0.01%
298,961
+21,209
3315
$3.23M ﹤0.01%
101,978
-1,919,006
3316
$3.23M ﹤0.01%
109,237
-46,775
3317
$3.23M ﹤0.01%
338,394
-35,994
3318
$3.22M ﹤0.01%
74,915
-50,199
3319
$3.22M ﹤0.01%
235,626
+21,361
3320
$3.21M ﹤0.01%
13,975
-13,263
3321
$3.18M ﹤0.01%
104,396
-120,950
3322
$3.18M ﹤0.01%
101,564
+448
3323
$3.18M ﹤0.01%
210,240
+58,296
3324
$3.18M ﹤0.01%
153,040
-40,962
3325
$3.18M ﹤0.01%
15,033
-33,428
131 132
133
134 135