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
3326
$3.18M ﹤0.01%
240,162
-135,532
3327
$3.17M ﹤0.01%
71,807
+2,309
3328
$3.17M ﹤0.01%
131,381
-45,324
3329
$3.16M ﹤0.01%
134,613
-200,558
3330
$3.16M ﹤0.01%
133,430
+21,304
3331
$3.16M ﹤0.01%
119,180
-262,469
3332
$3.15M ﹤0.01%
1,324,579
+986,184
3333
$3.15M ﹤0.01%
343,109
-120,416
3334
$3.15M ﹤0.01%
1,230,291
-460,974
3335
$3.15M ﹤0.01%
62,830
+9,152
3336
$3.15M ﹤0.01%
280,808
-141,245
3337
$3.14M ﹤0.01%
213,026
-47,752
3338
$3.14M ﹤0.01%
231,461
+213,761
3339
$3.13M ﹤0.01%
113,749
+373
3340
$3.13M ﹤0.01%
289,894
+197,917
3341
$3.13M ﹤0.01%
409,088
+250,538
3342
$3.13M ﹤0.01%
201,537
-233,828
3343
$3.13M ﹤0.01%
137,350
+47,881
3344
$3.12M ﹤0.01%
413,650
-113,475
3345
$3.11M ﹤0.01%
41,370
+5,766
3346
$3.11M ﹤0.01%
293,912
-121,313
3347
$3.11M ﹤0.01%
130,168
+97,136
3348
$3.11M ﹤0.01%
172,019
-2,562
3349
$3.11M ﹤0.01%
95,097
+4,445
3350
$3.11M ﹤0.01%
86,444
+50,576
132 133
134
135 136