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
3801
$1.74M ﹤0.01%
40,395
+1,763
3802
$1.74M ﹤0.01%
74,930
+32,792
3803
$1.74M ﹤0.01%
165,955
+88,390
3804
$1.74M ﹤0.01%
26,413
+7,552
3805
$1.73M ﹤0.01%
46,706
-55,648
3806
$1.72M ﹤0.01%
426,696
+236,548
3807
$1.72M ﹤0.01%
69,035
+869
3808
$1.72M ﹤0.01%
513,409
-64,254
3809
$1.72M ﹤0.01%
333,386
+91,358
3810
$1.72M ﹤0.01%
160,793
+110,006
3811
$1.72M ﹤0.01%
131,022
-263,018
3812
$1.71M ﹤0.01%
139,884
+45,014
3813
$1.71M ﹤0.01%
54,354
+11,289
3814
$1.71M ﹤0.01%
281,879
+12,120
3815
$1.71M ﹤0.01%
51,476
-1,785
3816
$1.71M ﹤0.01%
182,483
-6,378
3817
$1.71M ﹤0.01%
200,238
+37,388
3818
$1.71M ﹤0.01%
118,250
-962,915
3819
$1.7M ﹤0.01%
93,808
-139,453
3820
$1.7M ﹤0.01%
61,209
-54,273
3821
$1.7M ﹤0.01%
710,830
-70,037
3822
$1.7M ﹤0.01%
404,573
-98,776
3823
$1.7M ﹤0.01%
302,578
+251,392
3824
$1.7M ﹤0.01%
139,569
-36,531
3825
$1.69M ﹤0.01%
145,515
-42,795
151 152
153
154 155