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
3451
$2.76M ﹤0.01%
74,876
-7,077
3452
$2.76M ﹤0.01%
67,919
+46,689
3453
$2.75M ﹤0.01%
59,793
-23,505
3454
$2.75M ﹤0.01%
500,411
+77,784
3455
$2.75M ﹤0.01%
537,163
-108,994
3456
$2.74M ﹤0.01%
208,197
+16,959
3457
$2.74M ﹤0.01%
105,645
-54,087
3458
$2.74M ﹤0.01%
214,605
-13,980
3459
$2.73M ﹤0.01%
314,907
+62,186
3460
$2.73M ﹤0.01%
112,371
-29,667
3461
$2.71M ﹤0.01%
112,426
+4,423
3462
$2.71M ﹤0.01%
236,206
-11,311
3463
$2.71M ﹤0.01%
316,487
-268,837
3464
$2.71M ﹤0.01%
183,568
+21,608
3465
$2.7M ﹤0.01%
70,718
-24,122
3466
$2.7M ﹤0.01%
171,134
+15,945
3467
$2.7M ﹤0.01%
140,100
-61,166
3468
$2.69M ﹤0.01%
48,380
-21,894
3469
$2.69M ﹤0.01%
1,771,072
+890,935
3470
$2.68M ﹤0.01%
654,325
+476,531
3471
$2.68M ﹤0.01%
169,020
-153,753
3472
$2.68M ﹤0.01%
24,853
-723
3473
$2.67M ﹤0.01%
215,935
+170,128
3474
$2.67M ﹤0.01%
9,509
+1,673
3475
$2.67M ﹤0.01%
444,574
+169,353
137 138
139
140 141