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
926
$41.1M 0.01%
215,444
-33,725
927
$41M 0.01%
529,192
-39,051
928
$40.7M 0.01%
1,121,040
-224,589
929
$40.6M 0.01%
3,279,299
-794,684
930
$40.6M 0.01%
1,247,983
+321,523
931
$40.4M 0.01%
8,113,389
-1,139,103
932
$40.3M 0.01%
1,086,800
-256,030
933
$40.3M 0.01%
5,727,713
+2,530,129
934
$40.2M 0.01%
4,105,580
+134,849
935
$40.2M 0.01%
2,497,492
+648,943
936
$40.1M 0.01%
1,542,628
-1,663,895
937
$40M 0.01%
996,374
-699,609
938
$40M 0.01%
1,939,262
+232,780
939
$40M 0.01%
4,938,469
+1,849,590
940
$39.9M 0.01%
1,015,458
-492,460
941
$39.9M 0.01%
2,458,688
-1,459,618
942
$39.9M 0.01%
631,605
-172,698
943
$39.8M 0.01%
1,005,057
+197,014
944
$39.7M 0.01%
747,361
+57,873
945
$39.7M 0.01%
958,871
-167,499
946
$39.7M 0.01%
826,819
-35,981
947
$39.6M 0.01%
1,419,564
-102,098
948
$39.5M 0.01%
814,558
-217,869
949
$39.4M 0.01%
2,747,741
-868,790
950
$39.4M 0.01%
754,938
-44,536
36 37
38
39 40