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
601
$80.7M 0.02%
433,897
-6,016
602
$80.7M 0.02%
1,210,724
-201,419
603
$80.4M 0.02%
635,778
+206,558
604
$80.4M 0.02%
3,243,366
-1,004,129
605
$80.3M 0.02%
2,914,288
-111,941
606
$80.3M 0.02%
2,317,011
-590,692
607
$79.9M 0.02%
2,098,005
+197,820
608
$79.9M 0.02%
2,021,495
+286,065
609
$79.6M 0.02%
1,104,529
-352,976
610
$79.5M 0.02%
+2,115,741
611
$79.4M 0.02%
3,716,196
+1,556,982
612
$79.4M 0.02%
277,026
-91,375
613
$79.3M 0.02%
1,256,956
+115,074
614
$79.3M 0.02%
1,649,456
-507,983
615
$79.2M 0.02%
323,535
+46,875
616
$79.1M 0.02%
3,545,712
+367,408
617
$79M 0.02%
756,691
-562,183
618
$78.9M 0.02%
727,006
-444,787
619
$78.7M 0.02%
6,606,310
-530,954
620
$78.6M 0.02%
7,640,556
-3,601,141
621
$78.5M 0.02%
3,919,071
-746,698
622
$78.4M 0.02%
93,528
+30,884
623
$78.2M 0.02%
3,940,587
-663,592
624
$78.2M 0.02%
5,715,910
-549,352
625
$78.1M 0.02%
1,022,046
-648,703
23 24
25
26 27