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
3551
$2.4M ﹤0.01%
98,429
-30,398
3552
$2.39M ﹤0.01%
79,669
+12,228
3553
$2.39M ﹤0.01%
197,640
-59,921
3554
$2.39M ﹤0.01%
260,359
+15,781
3555
$2.39M ﹤0.01%
168,089
-183,617
3556
$2.38M ﹤0.01%
166,700
-3,785
3557
$2.38M ﹤0.01%
238,294
-36,920
3558
$2.38M ﹤0.01%
120,014
+6,222
3559
$2.38M ﹤0.01%
179,400
-26,500
3560
$2.38M ﹤0.01%
224,068
+44,871
3561
$2.35M ﹤0.01%
183,958
-72,479
3562
$2.35M ﹤0.01%
2,352,079
+1,898,421
3563
$2.35M ﹤0.01%
89,069
-227,035
3564
$2.35M ﹤0.01%
161,535
-9,543
3565
$2.35M ﹤0.01%
603,773
-1,388,911
3566
$2.35M ﹤0.01%
134,344
-1,597
3567
$2.34M ﹤0.01%
515,277
+36,284
3568
$2.34M ﹤0.01%
61,316
-10,766
3569
$2.33M ﹤0.01%
252,912
+24,610
3570
$2.33M ﹤0.01%
210,813
+58,101
3571
$2.33M ﹤0.01%
32,185
-7,545
3572
$2.33M ﹤0.01%
409,376
-23,324
3573
$2.33M ﹤0.01%
89,347
-53,196
3574
$2.32M ﹤0.01%
124,949
+883
3575
$2.31M ﹤0.01%
66,431
-3,719
141 142
143
144 145