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
301
$222M 0.07%
725
+16
302
$221M 0.07%
3,358,198
+13,498
303
$220M 0.07%
6,918,397
-5,042,510
304
$218M 0.07%
5,313,710
-596,474
305
$217M 0.07%
4,679,926
-1,180,818
306
$215M 0.06%
10,964,754
+1,166,333
307
$215M 0.06%
2,483,712
-93,608
308
$214M 0.06%
2,047,084
-191,821
309
$213M 0.06%
1,781,602
+21,001
310
$213M 0.06%
7,732,262
+702,368
311
$212M 0.06%
4,312,376
+3,097,574
312
$211M 0.06%
2,551,593
-64,824
313
$209M 0.06%
1,390,598
-5,828
314
$209M 0.06%
2,432,153
-2,109,758
315
$207M 0.06%
8,586,923
-531,447
316
$206M 0.06%
9,463,780
+668,788
317
$205M 0.06%
3,844,895
+224,041
318
$202M 0.06%
3,092,358
+965,943
319
$201M 0.06%
1,292,936
+551,991
320
$200M 0.06%
3,150,664
-1,405,606
321
$200M 0.06%
987,601
-209,187
322
$199M 0.06%
7,701,924
+2,621,779
323
$197M 0.06%
1,038,184
+145,084
324
$196M 0.06%
9,571,125
-3,241,304
325
$195M 0.06%
25,540,316
-5,709,015
11 12
13
14 15