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
751
$57.8M 0.02%
580,282
-593,187
752
$57.3M 0.02%
1,259,793
-286,027
753
$57.1M 0.02%
3,307,387
-227,103
754
$56.9M 0.02%
1,693,244
+230,828
755
$56.7M 0.02%
1,621,100
+715,841
756
$56.4M 0.02%
590,521
-409,234
757
$56.3M 0.02%
8,642,359
-1,255,008
758
$55.9M 0.02%
2,374,768
-622,718
759
$55.7M 0.02%
876,475
-132,013
760
$55.6M 0.02%
1,371,996
-62,655
761
$55.1M 0.02%
594,382
+81,357
762
$55.1M 0.02%
2,422,560
-398,905
763
$55.1M 0.02%
2,237,500
-139,222
764
$54.9M 0.02%
1,101,672
+163,402
765
$54.9M 0.02%
1,042,779
-17,169
766
$54.7M 0.02%
2,726,288
+304,533
767
$54.7M 0.02%
1,075,606
+402,205
768
$54.5M 0.02%
1,443,619
+442,895
769
$54.3M 0.02%
2,367,045
-3,001,950
770
$54.3M 0.02%
737,172
+52,596
771
$54.3M 0.02%
1,308,515
-176,247
772
$54.2M 0.02%
1,558,023
-31,228
773
$54.2M 0.02%
5,076,948
-37,509
774
$54.1M 0.02%
729,900
+318,717
775
$54.1M 0.02%
1,277,196
+81,300
29 30
31
32 33