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
2451
$7.22M ﹤0.01%
321,398
-224,915
2452
$7.21M ﹤0.01%
192,647
+11,382
2453
$7.21M ﹤0.01%
63,979
+42,296
2454
$7.21M ﹤0.01%
133,329
-11,117
2455
$7.21M ﹤0.01%
651,580
-540,472
2456
$7.2M ﹤0.01%
445,416
+18,660
2457
$7.19M ﹤0.01%
187,946
-183,174
2458
$7.19M ﹤0.01%
272,641
+22,780
2459
$7.17M ﹤0.01%
1,633,938
+3,182
2460
$7.17M ﹤0.01%
130,568
-144,308
2461
$7.16M ﹤0.01%
402,217
+311,537
2462
$7.15M ﹤0.01%
360,228
+123,716
2463
$7.14M ﹤0.01%
413,535
+367,594
2464
$7.13M ﹤0.01%
363,349
+272,727
2465
$7.13M ﹤0.01%
456,849
+26,514
2466
$7.13M ﹤0.01%
319,361
-1,074,973
2467
$7.11M ﹤0.01%
1,975,453
-1,299,528
2468
$7.11M ﹤0.01%
207,431
+7,777
2469
$7.1M ﹤0.01%
113,793
+53,897
2470
$7.1M ﹤0.01%
157,802
+20,429
2471
$7.1M ﹤0.01%
1,658,276
-268,667
2472
$7.09M ﹤0.01%
85,590
-84,447
2473
$7.09M ﹤0.01%
6,752
+6,374
2474
$7.08M ﹤0.01%
922,532
-60,672
2475
$7.08M ﹤0.01%
157,909
-15,541
97 98
99
100 101