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
3426
$2.85M ﹤0.01%
114,668
-26,967
3427
$2.85M ﹤0.01%
60,024
+3,661
3428
$2.85M ﹤0.01%
1,326,691
-400,658
3429
$2.85M ﹤0.01%
229,644
-80,727
3430
$2.84M ﹤0.01%
40,360
-15,790
3431
$2.84M ﹤0.01%
116,624
+12,612
3432
$2.83M ﹤0.01%
123,191
+4,671
3433
$2.83M ﹤0.01%
2,282,841
+497,276
3434
$2.82M ﹤0.01%
153,395
-83,737
3435
$2.82M ﹤0.01%
55,350
-30,827
3436
$2.82M ﹤0.01%
36,177
-63,136
3437
$2.82M ﹤0.01%
340,635
-61,753
3438
$2.81M ﹤0.01%
338,628
-155,164
3439
$2.81M ﹤0.01%
185,886
-10,491
3440
$2.8M ﹤0.01%
77,517
-4,591
3441
$2.8M ﹤0.01%
173,720
+29,209
3442
$2.79M ﹤0.01%
1,065,838
-1,208,468
3443
$2.79M ﹤0.01%
36,375
-678
3444
$2.78M ﹤0.01%
144,857
-42,850
3445
$2.78M ﹤0.01%
229,374
+9,589
3446
$2.78M ﹤0.01%
887,588
-421,027
3447
$2.78M ﹤0.01%
55,341
-58,111
3448
$2.77M ﹤0.01%
55,868
-10,346
3449
$2.77M ﹤0.01%
314,502
-206,136
3450
$2.76M ﹤0.01%
45,063
-99,969
136 137
138
139 140