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
3976
$1.34M ﹤0.01%
34,410
+8,429
3977
$1.34M ﹤0.01%
51,291
-65,164
3978
$1.34M ﹤0.01%
141,508
-126,162
3979
$1.34M ﹤0.01%
199,434
-4,244
3980
$1.34M ﹤0.01%
21,533
-51,725
3981
$1.34M ﹤0.01%
31,907
-632
3982
$1.34M ﹤0.01%
54,989
+15,725
3983
$1.34M ﹤0.01%
25,937
-39,326
3984
$1.34M ﹤0.01%
91,068
+36,104
3985
$1.34M ﹤0.01%
120,612
-26,879
3986
$1.33M ﹤0.01%
41,508
+10,871
3987
$1.32M ﹤0.01%
44,689
+28,776
3988
$1.32M ﹤0.01%
82,094
-67,096
3989
$1.32M ﹤0.01%
104,617
+30,829
3990
$1.32M ﹤0.01%
15,107
-6,345
3991
$1.32M ﹤0.01%
76,467
-38,846
3992
$1.32M ﹤0.01%
140,341
+21,328
3993
$1.32M ﹤0.01%
95,355
+22,411
3994
$1.32M ﹤0.01%
21,789
-21,330
3995
$1.32M ﹤0.01%
53,846
-1,203,341
3996
$1.31M ﹤0.01%
116,090
+7,868
3997
$1.31M ﹤0.01%
13,088
-491
3998
$1.31M ﹤0.01%
87,548
-31,373
3999
$1.31M ﹤0.01%
120,055
-11,143
4000
$1.31M ﹤0.01%
62,998
+50,216
158 159
160
161 162