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 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$99.5M 0.03%
1,316,268
-721,877
527
$98.7M 0.03%
1,992,911
+121,058
528
$98M 0.03%
9,192,548
+1,587,644
529
$97.3M 0.03%
1,829,098
-2,536,896
530
$97.2M 0.03%
6,634,367
-1,314,489
531
$97.2M 0.03%
680,712
+576,604
532
$96.9M 0.03%
1,796,688
+689,091
533
$96M 0.03%
1,603,411
+862,290
534
$95.6M 0.03%
712,054
+554,147
535
$95.4M 0.03%
469,187
+223,861
536
$95.4M 0.03%
1,923,152
+1,095,845
537
$95.3M 0.03%
270,432
+86,707
538
$95.2M 0.03%
4,700,004
-314,968
539
$95.1M 0.03%
743,782
+370,385
540
$94.8M 0.03%
1,132,305
+404,672
541
$94.7M 0.03%
7,541,270
-1,010,665
542
$94.5M 0.03%
3,726,706
-1,247,861
543
$94.4M 0.03%
923,045
-316,822
544
$94M 0.03%
5,694,466
+1,074,212
545
$93.6M 0.03%
2,273,264
+169,043
546
$93.4M 0.03%
1,129,928
-285,498
547
$93.1M 0.03%
3,975,431
-869,365
548
$92.9M 0.03%
4,066,190
-513,619
549
$92.3M 0.03%
1,255,168
+601,540
550
$92.1M 0.03%
3,293,779
-107,114
20 21
22
23 24