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
1076
$32.2M 0.01%
4,903,586
+4,414,872
1077
$32.2M 0.01%
400,935
-317,931
1078
$32.1M 0.01%
1,238,556
-49,347
1079
$32.1M 0.01%
131,169
-25,120
1080
$32.1M 0.01%
262,121
+42,110
1081
$32.1M 0.01%
985,715
-334,792
1082
$32M 0.01%
184,000
-52,587
1083
$32M 0.01%
3,020,670
+27,046
1084
$32M 0.01%
565,115
+23,864
1085
$31.9M 0.01%
210,366
-25,865
1086
$31.9M 0.01%
1,127,598
-56,781
1087
$31.9M 0.01%
229,362
-514,205
1088
$31.8M 0.01%
2,230,680
-686,680
1089
$31.7M 0.01%
717,752
-159,488
1090
$31.7M 0.01%
1,700,114
-53,099
1091
$31.6M 0.01%
1,885,658
-18,260
1092
$31.6M 0.01%
1,585,820
+1,190,866
1093
$31.6M 0.01%
181,816
-82,227
1094
$31.5M 0.01%
378,590
-238,911
1095
$31.5M 0.01%
307,180
+74,444
1096
$31.4M 0.01%
989,415
-7,890
1097
$31.4M 0.01%
1,263,578
+63,443
1098
$31.3M 0.01%
810,355
+535,069
1099
$31.2M 0.01%
392,064
-25,635
1100
$31.1M 0.01%
849,120
-29,199
42 43
44
45 46