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
1201
$27M 0.01%
576,354
-277,243
1202
$27M 0.01%
546,844
-93,790
1203
$26.9M 0.01%
1,345,007
-36,008
1204
$26.9M 0.01%
665,308
-1,040
1205
$26.8M 0.01%
500,659
-62,536
1206
$26.8M 0.01%
828,935
+70,603
1207
$26.8M 0.01%
237,288
+112,452
1208
$26.8M 0.01%
144,048
-407,031
1209
$26.7M 0.01%
451,872
+325,419
1210
$26.7M 0.01%
186,532
-82,100
1211
$26.6M 0.01%
529,739
-790
1212
$26.6M 0.01%
3,042,990
+2,176,408
1213
$26.5M 0.01%
362,166
-1,041,518
1214
$26.5M 0.01%
2,100,814
+187,812
1215
$26.4M 0.01%
421,520
-65,010
1216
$26.4M 0.01%
817,754
-59,171
1217
$26.4M 0.01%
335,076
+77,534
1218
$26.4M 0.01%
567,502
+9,598
1219
$26.4M 0.01%
1,963,474
+117,830
1220
$26.3M 0.01%
2,957,616
-79,150
1221
$26.2M 0.01%
518,155
+165,575
1222
$26.2M 0.01%
1,325,856
+56,091
1223
$26.2M 0.01%
2,678,148
-968,024
1224
$26.1M 0.01%
1,754,416
-174,387
1225
$26.1M 0.01%
253,111
-206,574
47 48
49
50 51