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
726
$61.5M 0.02%
4,807,121
-1,192,424
727
$61.4M 0.02%
1,531,752
+383,468
728
$61.2M 0.02%
677,613
-133,379
729
$61.2M 0.02%
1,272,009
-181,470
730
$60.7M 0.02%
845,746
+35,793
731
$60.7M 0.02%
1,341,340
+461,314
732
$60.6M 0.02%
3,575,218
-5,908,951
733
$60.4M 0.02%
4,569,806
+582,823
734
$60.1M 0.02%
1,557,497
-882,276
735
$59.8M 0.02%
2,942,005
+25,180
736
$59.3M 0.02%
971,048
+69,012
737
$59.3M 0.02%
1,043,704
-810,775
738
$58.9M 0.02%
447,677
-578,932
739
$58.7M 0.02%
3,270,077
-823
740
$58.7M 0.02%
103,765
-311
741
$58.6M 0.02%
+891,916
742
$58.6M 0.02%
3,361,802
-751,374
743
$58.5M 0.02%
1,230,194
+205,804
744
$58.5M 0.02%
309,972
-217,590
745
$58.4M 0.02%
3,424,899
+318,097
746
$58.3M 0.02%
514,984
+353,195
747
$58.3M 0.02%
235,192
+6,054
748
$58.3M 0.02%
1,756,670
+116,566
749
$58.2M 0.02%
1,557,321
-1,563,971
750
$58M 0.02%
990,923
+115,605
28 29
30
31 32