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
2226
$8.94M ﹤0.01%
322,578
-17,537
2227
$8.92M ﹤0.01%
225,134
+131,241
2228
$8.91M ﹤0.01%
240,811
+54,585
2229
$8.9M ﹤0.01%
255,729
+151,739
2230
$8.89M ﹤0.01%
276,090
-118,528
2231
$8.88M ﹤0.01%
486,865
+452,741
2232
$8.87M ﹤0.01%
418,887
-314,713
2233
$8.87M ﹤0.01%
166,051
-72,477
2234
$8.87M ﹤0.01%
148,611
-256,496
2235
$8.84M ﹤0.01%
255,238
-133,676
2236
$8.84M ﹤0.01%
13,600
-47,332
2237
$8.81M ﹤0.01%
755,407
+32,325
2238
$8.8M ﹤0.01%
354,725
-160,528
2239
$8.79M ﹤0.01%
754,635
-277,138
2240
$8.78M ﹤0.01%
493,858
+259,319
2241
$8.78M ﹤0.01%
106,830
-42,439
2242
$8.78M ﹤0.01%
320,517
+215,894
2243
$8.77M ﹤0.01%
197,696
+145,114
2244
$8.76M ﹤0.01%
375,940
+67,985
2245
$8.76M ﹤0.01%
365,787
-255,254
2246
$8.75M ﹤0.01%
267,542
+129,521
2247
$8.75M ﹤0.01%
209,864
-24,830
2248
$8.74M ﹤0.01%
369,170
+155,463
2249
$8.72M ﹤0.01%
586,250
-216,702
2250
$8.72M ﹤0.01%
219,143
-81,452