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
3351
$3.11M ﹤0.01%
218,101
-193,897
3352
$3.1M ﹤0.01%
273,463
-523,495
3353
$3.1M ﹤0.01%
54,822
-23,456
3354
$3.1M ﹤0.01%
74,271
-32,942
3355
$3.09M ﹤0.01%
232,803
+20,711
3356
$3.09M ﹤0.01%
235,607
-349,380
3357
$3.09M ﹤0.01%
77,659
-3,287
3358
$3.09M ﹤0.01%
430,238
+223,381
3359
$3.09M ﹤0.01%
263,627
-38,447
3360
$3.09M ﹤0.01%
26,240
-25,731
3361
$3.09M ﹤0.01%
131,061
+12,614
3362
$3.09M ﹤0.01%
210,859
-22,311
3363
$3.08M ﹤0.01%
153,246
-294
3364
$3.08M ﹤0.01%
207,018
-10,603
3365
$3.08M ﹤0.01%
156,408
-6,991
3366
$3.08M ﹤0.01%
68,210
-7,873
3367
$3.07M ﹤0.01%
110,134
-19,517
3368
$3.07M ﹤0.01%
639,045
+365,401
3369
$3.07M ﹤0.01%
103,282
+17,012
3370
$3.06M ﹤0.01%
82,279
-4,312
3371
$3.06M ﹤0.01%
243,209
-29,881
3372
$3.06M ﹤0.01%
206,132
-51,555
3373
$3.06M ﹤0.01%
9,011
-431
3374
$3.05M ﹤0.01%
63,648
+12,834
3375
$3.05M ﹤0.01%
20,219
-11,277
133 134
135
136 137