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
2326
$8.12M ﹤0.01%
401,378
-185,412
2327
$8.1M ﹤0.01%
205,088
-144,228
2328
$8.08M ﹤0.01%
290,595
-29,888
2329
$8.07M ﹤0.01%
80,295
-163,384
2330
$8.07M ﹤0.01%
71,740
+10,754
2331
$8.05M ﹤0.01%
219,152
-264,202
2332
$8.05M ﹤0.01%
70,026
-48,215
2333
$8.05M ﹤0.01%
822,789
-252,238
2334
$8.05M ﹤0.01%
260,308
+92,925
2335
$8.04M ﹤0.01%
161,833
-198,759
2336
$8.04M ﹤0.01%
542,804
-165,371
2337
$8.04M ﹤0.01%
95,951
-273,011
2338
$8.04M ﹤0.01%
79,653
+25,237
2339
$8.03M ﹤0.01%
360,211
-358,197
2340
$8.03M ﹤0.01%
95,927
-5,643
2341
$8.02M ﹤0.01%
146,352
+26,302
2342
$8.01M ﹤0.01%
65,220
+2,618
2343
$8.01M ﹤0.01%
246,305
-79,433
2344
$7.98M ﹤0.01%
683,358
+215,276
2345
$7.98M ﹤0.01%
157,330
-77,505
2346
$7.94M ﹤0.01%
362,708
-144,487
2347
$7.93M ﹤0.01%
360,940
-64,645
2348
$7.93M ﹤0.01%
148,221
-6,158
2349
$7.92M ﹤0.01%
50
2350
$7.91M ﹤0.01%
289,972
+138,735
92 93
94
95 96