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
2301
$8.3M ﹤0.01%
830,592
+127,416
2302
$8.29M ﹤0.01%
85,120
-27,214
2303
$8.29M ﹤0.01%
86,562
-8,603
2304
$8.28M ﹤0.01%
180,123
+80,351
2305
$8.28M ﹤0.01%
72,983
+3,073
2306
$8.27M ﹤0.01%
1,306,835
-65,589
2307
$8.26M ﹤0.01%
309,925
-226,604
2308
$8.25M ﹤0.01%
139,600
-31,173
2309
$8.25M ﹤0.01%
137,344
+31,650
2310
$8.25M ﹤0.01%
258,844
-12,358
2311
$8.25M ﹤0.01%
928,932
-343,270
2312
$8.24M ﹤0.01%
3,925,389
+321,380
2313
$8.24M ﹤0.01%
320,383
+39,227
2314
$8.23M ﹤0.01%
276,471
+13,618
2315
$8.22M ﹤0.01%
415,296
+98,721
2316
$8.21M ﹤0.01%
690,518
+326,092
2317
$8.21M ﹤0.01%
126,098
-147,871
2318
$8.2M ﹤0.01%
319,948
+19,610
2319
$8.19M ﹤0.01%
137,559
-42,885
2320
$8.18M ﹤0.01%
140,299
-188,450
2321
$8.14M ﹤0.01%
578,492
-29,262
2322
$8.14M ﹤0.01%
87,501
-17,924
2323
$8.14M ﹤0.01%
645,631
-411,286
2324
$8.14M ﹤0.01%
1,185,213
-54,506
2325
$8.14M ﹤0.01%
92,536
-151,468
91 92
93
94 95