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
1276
$24.7M 0.01%
319,271
-178,742
1277
$24.6M 0.01%
242,269
+44,927
1278
$24.6M 0.01%
1,573,695
+260,265
1279
$24.6M 0.01%
412,410
+158,998
1280
$24.6M 0.01%
1,081,871
+314,582
1281
$24.6M 0.01%
285,710
+14,043
1282
$24.4M 0.01%
934,394
-127,503
1283
$24.4M 0.01%
605,868
-896
1284
$24.4M 0.01%
4,165,369
+124,903
1285
$24.4M 0.01%
738,860
-138,072
1286
$24.4M 0.01%
491,796
+211,871
1287
$24.4M 0.01%
1,291,156
+1,244,389
1288
$24.3M 0.01%
18,901
-2,442
1289
$24.3M 0.01%
1,574,479
-1,148,742
1290
$24.3M 0.01%
1,070,727
-422,671
1291
$24.3M 0.01%
207,355
-51,380
1292
$24.2M 0.01%
412,353
-1,714,019
1293
$24.2M 0.01%
2,471,770
-1,558,039
1294
$24.2M 0.01%
1,531,551
-171,816
1295
$24.2M 0.01%
913,300
-153,343
1296
$24.2M 0.01%
667,591
+193
1297
$24.2M 0.01%
1,194,836
+795,657
1298
$24.2M 0.01%
3,605,538
-7,942,405
1299
$24.2M 0.01%
1,149,154
+169,496
1300
$24.1M 0.01%
549,713
+26,901
50 51
52
53 54