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
3476
$2.66M ﹤0.01%
148,622
-24,857
3477
$2.66M ﹤0.01%
115,704
-5,881
3478
$2.65M ﹤0.01%
111,215
-80,903
3479
$2.64M ﹤0.01%
77,057
-22,159
3480
$2.64M ﹤0.01%
376,244
-15,376
3481
$2.63M ﹤0.01%
94,931
-153,650
3482
$2.62M ﹤0.01%
111,844
+11,164
3483
$2.61M ﹤0.01%
411,113
-65,420
3484
$2.61M ﹤0.01%
86,916
-115,299
3485
$2.6M ﹤0.01%
56,950
+19,443
3486
$2.6M ﹤0.01%
209,399
-17,007
3487
$2.59M ﹤0.01%
134,588
+19,998
3488
$2.59M ﹤0.01%
101,449
-30,169
3489
$2.59M ﹤0.01%
31,025
-11,171
3490
$2.59M ﹤0.01%
95,488
-95,698
3491
$2.58M ﹤0.01%
267,890
-92,043
3492
$2.58M ﹤0.01%
61,799
+29,733
3493
$2.58M ﹤0.01%
109,389
+24,401
3494
$2.57M ﹤0.01%
90,313
-130,785
3495
$2.57M ﹤0.01%
68,639
-11,524
3496
$2.57M ﹤0.01%
214,824
+80,687
3497
$2.56M ﹤0.01%
43,918
+10,541
3498
$2.56M ﹤0.01%
82,230
-5,623
3499
$2.56M ﹤0.01%
28,746
-69,423
3500
$2.55M ﹤0.01%
119,736
-5,762
138 139
140
141 142