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
2151
$9.73M ﹤0.01%
581,959
-47,289
2152
$9.72M ﹤0.01%
162,123
+5,659
2153
$9.71M ﹤0.01%
89,768
-38,042
2154
$9.71M ﹤0.01%
724,965
+9,191
2155
$9.7M ﹤0.01%
1,364,592
-659,805
2156
$9.7M ﹤0.01%
352,318
+289,806
2157
$9.69M ﹤0.01%
1,016,820
+92,998
2158
$9.69M ﹤0.01%
343,121
-62,060
2159
$9.69M ﹤0.01%
205,838
+51,876
2160
$9.68M ﹤0.01%
35,559
-125,305
2161
$9.68M ﹤0.01%
5,497,579
+880,754
2162
$9.67M ﹤0.01%
808,270
-429,418
2163
$9.66M ﹤0.01%
214,666
+2,481
2164
$9.65M ﹤0.01%
1,751,615
-1,387,332
2165
$9.64M ﹤0.01%
387,359
-130,068
2166
$9.61M ﹤0.01%
66,465
-14,584
2167
$9.61M ﹤0.01%
80,081
-4,503
2168
$9.59M ﹤0.01%
4,995,922
-125,581
2169
$9.59M ﹤0.01%
177,065
+84,581
2170
$9.58M ﹤0.01%
245,726
+30,432
2171
$9.58M ﹤0.01%
161,133
-88,565
2172
$9.56M ﹤0.01%
212,873
+25,060
2173
$9.55M ﹤0.01%
777,978
-24,581
2174
$9.54M ﹤0.01%
217,287
+20,428
2175
$9.54M ﹤0.01%
596,773
-183,930