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
3501
$2.55M ﹤0.01%
670,620
+29,312
3502
$2.54M ﹤0.01%
32,428
+8,614
3503
$2.54M ﹤0.01%
66,111
-367,197
3504
$2.54M ﹤0.01%
33,798
-1,477
3505
$2.53M ﹤0.01%
577,054
-46,914
3506
$2.53M ﹤0.01%
45,508
-46,354
3507
$2.53M ﹤0.01%
223,080
+65,940
3508
$2.53M ﹤0.01%
143,723
+82,968
3509
$2.53M ﹤0.01%
63,975
+24,580
3510
$2.53M ﹤0.01%
102,894
+12,288
3511
$2.53M ﹤0.01%
298,417
+210,282
3512
$2.53M ﹤0.01%
62,189
-25,280
3513
$2.53M ﹤0.01%
452,097
-54,769
3514
$2.53M ﹤0.01%
339,112
+118,050
3515
$2.52M ﹤0.01%
18,927
-3,788
3516
$2.52M ﹤0.01%
260,834
-33,519
3517
$2.52M ﹤0.01%
434,400
+43,308
3518
$2.51M ﹤0.01%
29,136
+6,811
3519
$2.49M ﹤0.01%
78,523
-63,407
3520
$2.49M ﹤0.01%
208,140
+55,972
3521
$2.49M ﹤0.01%
204,106
-89,095
3522
$2.49M ﹤0.01%
45,406
-125,833
3523
$2.49M ﹤0.01%
176,848
-87,065
3524
$2.48M ﹤0.01%
180,509
-79,036
3525
$2.48M ﹤0.01%
174,406
+42,619
139 140
141
142 143