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
3776
$1.79M ﹤0.01%
146,430
-8,418
3777
$1.79M ﹤0.01%
191,094
-755,621
3778
$1.79M ﹤0.01%
73,551
-8,516
3779
$1.79M ﹤0.01%
40,647
+2,276
3780
$1.79M ﹤0.01%
110,764
-775
3781
$1.78M ﹤0.01%
51,082
+42,752
3782
$1.78M ﹤0.01%
55,749
-11,483
3783
$1.78M ﹤0.01%
167,244
-404,732
3784
$1.78M ﹤0.01%
107,180
-37,262
3785
$1.77M ﹤0.01%
46,498
-12,137
3786
$1.77M ﹤0.01%
44,831
-93,304
3787
$1.77M ﹤0.01%
367,310
-23,629
3788
$1.77M ﹤0.01%
223,708
+66,238
3789
$1.76M ﹤0.01%
222,425
-432,021
3790
$1.76M ﹤0.01%
111,039
+54,067
3791
$1.76M ﹤0.01%
44,713
-55,981
3792
$1.76M ﹤0.01%
58,626
+2,835
3793
$1.76M ﹤0.01%
94,636
-28,210
3794
$1.75M ﹤0.01%
73,599
+5,716
3795
$1.75M ﹤0.01%
59,720
-18,286
3796
$1.75M ﹤0.01%
604,753
-191,779
3797
$1.75M ﹤0.01%
134,993
+19,877
3798
$1.75M ﹤0.01%
95,036
+76,170
3799
$1.75M ﹤0.01%
36,535
+5,282
3800
$1.75M ﹤0.01%
159,448
-36,108
150 151
152
153 154