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 Fund
S&P 500
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 12.53%
2 Healthcare 10.36%
3 Financials 9.14%
4 Consumer Discretionary 7.65%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$115M 0.03%
1,304,505
-242,896
477
$115M 0.03%
2,202,327
+1,080,338
478
$115M 0.03%
707,185
+373,551
479
$114M 0.03%
2,160,209
+238,961
480
$114M 0.03%
1,539,467
+341,237
481
$114M 0.03%
2,177,400
-598,350
482
$113M 0.03%
3,022,355
+411,031
483
$112M 0.03%
1,671,857
+21,317
484
$112M 0.03%
3,563,516
-22,799
485
$112M 0.03%
2,715,879
+1,880,290
486
$112M 0.03%
2,157,522
-36,835
487
$112M 0.03%
2,312,903
+574,350
488
$111M 0.03%
2,764,470
+305,573
489
$111M 0.03%
3,502,650
-1,808,410
490
$110M 0.03%
984,607
+8,559
491
$110M 0.03%
3,544,272
-1,026,485
492
$109M 0.03%
1,314,879
-886,705
493
$109M 0.03%
2,043,294
+200,831
494
$109M 0.03%
1,092,997
+745,893
495
$109M 0.03%
2,930,364
+124,006
496
$109M 0.03%
3,130,472
+1,944,252
497
$108M 0.03%
8,045,260
-976,070
498
$108M 0.03%
2,058,331
-818,867
499
$108M 0.03%
1,081,989
+458,432
500
$107M 0.03%
3,966,362
-643,915
18 19
20
21 22