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
3676
$2.04M ﹤0.01%
209,509
+14,462
3677
$2.04M ﹤0.01%
66,711
+13,257
3678
$2.03M ﹤0.01%
112,446
-19,148
3679
$2.03M ﹤0.01%
43,668
-44,667
3680
$2.03M ﹤0.01%
170,382
+16,940
3681
$2.02M ﹤0.01%
142,259
+6,727
3682
$2.02M ﹤0.01%
35,134
+14,916
3683
$2.02M ﹤0.01%
60,137
-24,926
3684
$2.02M ﹤0.01%
87,618
+49,005
3685
$2.02M ﹤0.01%
32,592
-8,765
3686
$2.02M ﹤0.01%
137,320
-169,169
3687
$2.02M ﹤0.01%
187,738
+35,993
3688
$2.02M ﹤0.01%
76,163
-13,179
3689
$2.01M ﹤0.01%
49,368
+24,800
3690
$2.01M ﹤0.01%
18,078
-12,799
3691
$2M ﹤0.01%
102,505
-6,528
3692
$2M ﹤0.01%
57,562
+9,464
3693
$2M ﹤0.01%
101,195
-141,555
3694
$2M ﹤0.01%
70,394
-40,583
3695
$2M ﹤0.01%
10
+4
3696
$2M ﹤0.01%
229,590
+54,635
3697
$1.99M ﹤0.01%
66,939
+73
3698
$1.99M ﹤0.01%
114,167
+20,086
3699
$1.99M ﹤0.01%
224,873
+74,781
3700
$1.99M ﹤0.01%
80,644
-7,580
146 147
148
149 150