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
1126
$29.9M 0.01%
474,865
-348,098
1127
$29.8M 0.01%
136,944
-2,177
1128
$29.8M 0.01%
2,108,652
-122,456
1129
$29.8M 0.01%
1,049,897
-125,725
1130
$29.7M 0.01%
212,111
+143,284
1131
$29.7M 0.01%
1,899,090
+533,310
1132
$29.6M 0.01%
1,944,478
+47,095
1133
$29.5M 0.01%
893,525
-122,852
1134
$29.5M 0.01%
680,625
+202,569
1135
$29.3M 0.01%
1,257,338
-109,409
1136
$29.3M 0.01%
361,320
+249,963
1137
$29.3M 0.01%
285,892
-102,701
1138
$29.2M 0.01%
679,664
+1,166
1139
$29.2M 0.01%
1,121,039
-685,957
1140
$29.2M 0.01%
459,739
-98,060
1141
$29.2M 0.01%
202,909
+26,055
1142
$29.2M 0.01%
3,978,294
-176,740
1143
$29.1M 0.01%
1,261,094
+368,131
1144
$29.1M 0.01%
1,269,895
+978,482
1145
$29.1M 0.01%
1,228,506
+703,595
1146
$29.1M 0.01%
1,044,676
+66,381
1147
$29M 0.01%
602,027
+586,692
1148
$29M 0.01%
1,360,048
+1,199,760
1149
$28.9M 0.01%
1,282,454
+508,791
1150
$28.9M 0.01%
529,056
-97,434
44 45
46
47 48