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
2401
$7.58M ﹤0.01%
78,868
-152,657
2402
$7.57M ﹤0.01%
1,916,709
-883,863
2403
$7.57M ﹤0.01%
321,904
-232,667
2404
$7.56M ﹤0.01%
133,347
-5,261
2405
$7.54M ﹤0.01%
66,226
-2,054
2406
$7.54M ﹤0.01%
73,359
-49,288
2407
$7.54M ﹤0.01%
232,686
+56,982
2408
$7.54M ﹤0.01%
305,853
-90,033
2409
$7.54M ﹤0.01%
143,274
+91,713
2410
$7.52M ﹤0.01%
390,015
-470,266
2411
$7.52M ﹤0.01%
185,326
-52,164
2412
$7.51M ﹤0.01%
292,158
+176,129
2413
$7.49M ﹤0.01%
736,182
-817,382
2414
$7.49M ﹤0.01%
455,310
+235,566
2415
$7.49M ﹤0.01%
366,780
+289,545
2416
$7.49M ﹤0.01%
1,906,667
+1,132,087
2417
$7.48M ﹤0.01%
576,269
+146,787
2418
$7.47M ﹤0.01%
602,711
+232,163
2419
$7.46M ﹤0.01%
206,031
-108,726
2420
$7.46M ﹤0.01%
956,556
-831,836
2421
$7.46M ﹤0.01%
96,282
+24,273
2422
$7.45M ﹤0.01%
119,988
+62,835
2423
$7.45M ﹤0.01%
145,135
-43,917
2424
$7.45M ﹤0.01%
154,408
-62,547
2425
$7.45M ﹤0.01%
665,908
-282,008
95 96
97
98 99