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
326
$195M 0.06%
4,189,032
-95,580
327
$193M 0.06%
1,554,537
+6,793
328
$191M 0.06%
1,188,432
+20,659
329
$190M 0.06%
1,496,781
-900,462
330
$187M 0.06%
6,172,454
-5,334,809
331
$186M 0.06%
5,447,989
-282,780
332
$184M 0.06%
5,557,555
+1,545,241
333
$184M 0.06%
3,177,540
+629,435
334
$184M 0.06%
3,139,347
-1,271,645
335
$184M 0.06%
2,790,767
-1,939,017
336
$184M 0.06%
3,972,297
-20,020
337
$184M 0.05%
1,338,752
-244,605
338
$182M 0.05%
3,487,747
+592,153
339
$180M 0.05%
3,591,535
+886,247
340
$180M 0.05%
1,646,679
+205,223
341
$179M 0.05%
3,008,524
-306,388
342
$178M 0.05%
1,954,566
-499,235
343
$176M 0.05%
1,453,344
+156,126
344
$176M 0.05%
11,619,297
+4,388,769
345
$176M 0.05%
2,301,948
+496,357
346
$176M 0.05%
1,086,811
+371,172
347
$175M 0.05%
5,450,405
-52,654
348
$173M 0.05%
3,446,442
+333,584
349
$173M 0.05%
6,161,786
+3,141,393
350
$173M 0.05%
2,006,407
-300,457
12 13
14
15 16