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
876
$44.3M 0.01%
556,080
+3,581
877
$44.2M 0.01%
2,743,076
-2,521,276
878
$44.2M 0.01%
3,081,435
+1,586,806
879
$44.2M 0.01%
1,317,626
-112,871
880
$44M 0.01%
3,345,325
-125,238
881
$44M 0.01%
819,596
+623,529
882
$43.8M 0.01%
554,695
-8,161
883
$43.8M 0.01%
1,529,610
+123,588
884
$43.8M 0.01%
909,388
+78,744
885
$43.7M 0.01%
981,257
+46,473
886
$43.6M 0.01%
746,844
-18,892
887
$43.6M 0.01%
1,153,865
+332,609
888
$43.5M 0.01%
161,817
-252,652
889
$43.3M 0.01%
1,351,859
-313,301
890
$43.2M 0.01%
1,703,795
+30,372
891
$43.2M 0.01%
1,897,163
+165,195
892
$43.2M 0.01%
3,620,557
-760,850
893
$43.2M 0.01%
3,511,350
-828,428
894
$43.1M 0.01%
3,491,098
+3,464,292
895
$43M 0.01%
1,017,776
-21,966
896
$42.8M 0.01%
575,832
+42,409
897
$42.8M 0.01%
964,916
+222,397
898
$42.8M 0.01%
838,245
+273,703
899
$42.7M 0.01%
2,246,908
-1,223,821
900
$42.6M 0.01%
775,502
+124,476
34 35
36
37 38