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
4076
$1.17M ﹤0.01%
103,614
+51,705
4077
$1.17M ﹤0.01%
6,048
-3,243
4078
$1.17M ﹤0.01%
653,585
-26,053
4079
$1.17M ﹤0.01%
132,046
+65,796
4080
$1.17M ﹤0.01%
12,878
+10,850
4081
$1.17M ﹤0.01%
38,768
+4,575
4082
$1.17M ﹤0.01%
21,476
-5,915
4083
$1.17M ﹤0.01%
53,144
-10,542
4084
$1.16M ﹤0.01%
95,116
+20,240
4085
$1.16M ﹤0.01%
23,158
-122
4086
$1.16M ﹤0.01%
32,842
-13,364
4087
$1.16M ﹤0.01%
97,724
+14,217
4088
$1.16M ﹤0.01%
94,557
-6,957
4089
$1.15M ﹤0.01%
23,742
-57,055
4090
$1.15M ﹤0.01%
98,051
+22,629
4091
$1.15M ﹤0.01%
14,421
-10,048
4092
$1.14M ﹤0.01%
113,564
-2,995
4093
$1.13M ﹤0.01%
94,696
+2,483
4094
$1.13M ﹤0.01%
18,280
+3,403
4095
$1.12M ﹤0.01%
600
-433
4096
$1.12M ﹤0.01%
75,993
-73,132
4097
$1.12M ﹤0.01%
35,071
-50,034
4098
$1.11M ﹤0.01%
77,595
-4,819
4099
$1.11M ﹤0.01%
20,965
-507
4100
$1.11M ﹤0.01%
59,464
+15,812
162 163
164
165 166