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
2501
$6.86M ﹤0.01%
71,410
-90,001
2502
$6.86M ﹤0.01%
606,100
+52,755
2503
$6.84M ﹤0.01%
66,953
-8,658
2504
$6.84M ﹤0.01%
111,593
-73,707
2505
$6.84M ﹤0.01%
460,622
-548,770
2506
$6.81M ﹤0.01%
175,763
+73,920
2507
$6.8M ﹤0.01%
427,742
+279,848
2508
$6.79M ﹤0.01%
112,619
-76,786
2509
$6.79M ﹤0.01%
159,825
-82,577
2510
$6.78M ﹤0.01%
289,550
+193,071
2511
$6.78M ﹤0.01%
536,392
+106,592
2512
$6.77M ﹤0.01%
163,829
+11,929
2513
$6.77M ﹤0.01%
279,706
-15,525
2514
$6.77M ﹤0.01%
587,405
-203,815
2515
$6.75M ﹤0.01%
303,157
+138,640
2516
$6.74M ﹤0.01%
109,196
-49,853
2517
$6.74M ﹤0.01%
923,076
-109,863
2518
$6.73M ﹤0.01%
202,965
-264,852
2519
$6.73M ﹤0.01%
283,351
-1,589,586
2520
$6.73M ﹤0.01%
669,663
+136,621
2521
$6.73M ﹤0.01%
226,039
-185,238
2522
$6.72M ﹤0.01%
391,346
-3,758,785
2523
$6.72M ﹤0.01%
208,855
+25,545
2524
$6.69M ﹤0.01%
347,586
+12,045
2525
$6.67M ﹤0.01%
194,566
-7,494
99 100
101
102 103