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
2176
$9.52M ﹤0.01%
275,705
+165,699
2177
$9.49M ﹤0.01%
463,068
+28,576
2178
$9.46M ﹤0.01%
1,703,482
-20,943
2179
$9.45M ﹤0.01%
+341,270
2180
$9.45M ﹤0.01%
495,913
-57,326
2181
$9.44M ﹤0.01%
1,023,134
-129,871
2182
$9.44M ﹤0.01%
575,737
-680,188
2183
$9.43M ﹤0.01%
210,182
-64,409
2184
$9.41M ﹤0.01%
391,379
-286,602
2185
$9.41M ﹤0.01%
217,891
+5,000
2186
$9.38M ﹤0.01%
656,176
-174,914
2187
$9.37M ﹤0.01%
52,749
+24,683
2188
$9.34M ﹤0.01%
144,069
-73,946
2189
$9.33M ﹤0.01%
225,288
+8,934
2190
$9.32M ﹤0.01%
329,365
+137,480
2191
$9.32M ﹤0.01%
427,110
+75,144
2192
$9.32M ﹤0.01%
358,172
+281,487
2193
$9.29M ﹤0.01%
393,373
-304,330
2194
$9.29M ﹤0.01%
257,908
-251,344
2195
$9.26M ﹤0.01%
539,176
+390,872
2196
$9.26M ﹤0.01%
689,972
-249,585
2197
$9.25M ﹤0.01%
233,874
-168,698
2198
$9.24M ﹤0.01%
139,230
-34,658
2199
$9.23M ﹤0.01%
1,851,802
-325,781
2200
$9.23M ﹤0.01%
375,381
-15,108