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
1176
$28.1M 0.01%
1,619,840
+51,686
1177
$28M 0.01%
3,390,978
+424,980
1178
$28M 0.01%
529,290
-125,856
1179
$28M 0.01%
545,953
-61,424
1180
$28M 0.01%
1,087,862
+369,159
1181
$27.9M 0.01%
+1,114,200
1182
$27.9M 0.01%
661,084
+43,875
1183
$27.8M 0.01%
1,355,381
-225,341
1184
$27.8M 0.01%
288,944
-1,696,596
1185
$27.7M 0.01%
1,543,040
+75,360
1186
$27.7M 0.01%
1,240,251
-57,744
1187
$27.7M 0.01%
386,061
-733,302
1188
$27.6M 0.01%
1,376,778
-232,636
1189
$27.6M 0.01%
807,358
-14,570
1190
$27.5M 0.01%
2,248,774
+1,459,148
1191
$27.4M 0.01%
236,412
-95,380
1192
$27.4M 0.01%
3,312,965
+323,735
1193
$27.4M 0.01%
2,159,916
-120,819
1194
$27.4M 0.01%
1,483,415
-761,619
1195
$27.3M 0.01%
931,472
-195,806
1196
$27.2M 0.01%
578,745
-134,295
1197
$27.2M 0.01%
550,559
-3,066
1198
$27.2M 0.01%
2,032,392
-389,597
1199
$27.2M 0.01%
278,570
+129,203
1200
$27.1M 0.01%
642,800
-52,993
46 47
48
49 50