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
1026
$34.4M 0.01%
545,294
-104,765
1027
$34.3M 0.01%
2,696,503
-177,134
1028
$34.3M 0.01%
1,407,923
+213,493
1029
$34.1M 0.01%
284,365
-66,085
1030
$34.1M 0.01%
630,008
+476,560
1031
$34M 0.01%
2,434,007
+396,911
1032
$34M 0.01%
290,311
+72,041
1033
$34M 0.01%
299,936
-223,693
1034
$34M 0.01%
471,333
-121,885
1035
$34M 0.01%
806,688
+352,393
1036
$33.9M 0.01%
1,358,936
+211,548
1037
$33.9M 0.01%
657,968
-196,540
1038
$33.8M 0.01%
520,596
+458,627
1039
$33.8M 0.01%
673,990
-48,380
1040
$33.7M 0.01%
524,986
+182,307
1041
$33.5M 0.01%
5,409,284
+1,950,928
1042
$33.4M 0.01%
772,349
-114,645
1043
$33.4M 0.01%
324,834
+104,902
1044
$33.3M 0.01%
2,578,017
-1,863,728
1045
$33.3M 0.01%
3,215,805
+613,825
1046
$33.2M 0.01%
1,258,115
+386,042
1047
$33.2M 0.01%
1,625,656
-664,542
1048
$33.2M 0.01%
1,460,887
+444,295
1049
$33.2M 0.01%
758,682
+94,842
1050
$33.1M 0.01%
678,183
+677,883
40 41
42
43 44