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
3726
$1.93M ﹤0.01%
124,435
-207,857
3727
$1.92M ﹤0.01%
165,528
+43,504
3728
$1.92M ﹤0.01%
59,700
-14,302
3729
$1.92M ﹤0.01%
30,563
-16,537
3730
$1.91M ﹤0.01%
247,563
-572,784
3731
$1.91M ﹤0.01%
16,620
-2,160
3732
$1.91M ﹤0.01%
59,574
+5,863
3733
$1.91M ﹤0.01%
104,819
-14,208
3734
$1.91M ﹤0.01%
50,291
-7,370
3735
$1.91M ﹤0.01%
230,807
-12,475
3736
$1.91M ﹤0.01%
145,244
+4,302
3737
$1.91M ﹤0.01%
165,656
-32,091
3738
$1.9M ﹤0.01%
16,691
-769
3739
$1.9M ﹤0.01%
140,377
-385,857
3740
$1.89M ﹤0.01%
140,643
-47,725
3741
$1.89M ﹤0.01%
29,188
-279,394
3742
$1.88M ﹤0.01%
65,128
-1,200
3743
$1.88M ﹤0.01%
173,019
+534
3744
$1.88M ﹤0.01%
43,988
+1,500
3745
$1.88M ﹤0.01%
31,889
-11,578
3746
$1.88M ﹤0.01%
102,597
-3,577
3747
$1.88M ﹤0.01%
142,083
+32,900
3748
$1.88M ﹤0.01%
658,002
+40,943
3749
$1.88M ﹤0.01%
358,421
+23,194
3750
$1.87M ﹤0.01%
88,295
+11,684
148 149
150
151 152