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
626
$78.1M 0.02%
2,575,324
-194,372
627
$77.9M 0.02%
2,584,344
+523,507
628
$77.6M 0.02%
1,583,531
-1,856
629
$77.5M 0.02%
4,298,303
+2,193,076
630
$77.5M 0.02%
2,809,483
+505,738
631
$77.4M 0.02%
3,013,181
-3,511,253
632
$77.1M 0.02%
3,894,938
-444,460
633
$76.9M 0.02%
750,183
+89,855
634
$76.9M 0.02%
789,947
+8,056
635
$76.7M 0.02%
1,795,111
-2,528,287
636
$76.6M 0.02%
782,877
+322,619
637
$76.5M 0.02%
2,001,865
+127,178
638
$76.3M 0.02%
1,500,116
-133,255
639
$76.1M 0.02%
660,710
+119,942
640
$75.6M 0.02%
850,073
-24,951
641
$75.3M 0.02%
1,533,874
+182,452
642
$75.1M 0.02%
2,910,139
-370,163
643
$75.1M 0.02%
1,395,593
-33,157
644
$75M 0.02%
598,349
+234,678
645
$75M 0.02%
1,521,717
-215,201
646
$74.9M 0.02%
1,739,251
-358,310
647
$74.8M 0.02%
1,630,326
+716,679
648
$74.6M 0.02%
2,503,498
+629,354
649
$74.4M 0.02%
964,917
+449,103
650
$74M 0.02%
1,019,281
-41,032
24 25
26
27 28