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
3826
$1.69M ﹤0.01%
155,440
-3,789
3827
$1.69M ﹤0.01%
198,806
+53,596
3828
$1.69M ﹤0.01%
105,553
+61,260
3829
$1.69M ﹤0.01%
156,027
-94,858
3830
$1.69M ﹤0.01%
32,210
-1,798
3831
$1.69M ﹤0.01%
578,728
+355,636
3832
$1.68M ﹤0.01%
174,284
-34,908
3833
$1.67M ﹤0.01%
85,863
-132,756
3834
$1.67M ﹤0.01%
75,038
-51,752
3835
$1.66M ﹤0.01%
55,605
-29,290
3836
$1.66M ﹤0.01%
353,157
-66,647
3837
$1.66M ﹤0.01%
985,717
-1,713
3838
$1.65M ﹤0.01%
142,371
-85,804
3839
$1.65M ﹤0.01%
743,084
-44,038
3840
$1.65M ﹤0.01%
55,791
+249
3841
$1.65M ﹤0.01%
116,309
-48,497
3842
$1.65M ﹤0.01%
332,481
+8,265
3843
$1.65M ﹤0.01%
101,272
+27,647
3844
$1.64M ﹤0.01%
73,327
+1,515
3845
$1.64M ﹤0.01%
33,785
-1,380
3846
$1.64M ﹤0.01%
129,083
+4,226
3847
$1.64M ﹤0.01%
45,663
-43,471
3848
$1.64M ﹤0.01%
156,677
-110,575
3849
$1.63M ﹤0.01%
21,486
-33,653
3850
$1.63M ﹤0.01%
57,159
+25,180
152 153
154
155 156