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
1301
$24.1M 0.01%
1,577,678
+281,223
1302
$24.1M 0.01%
567,567
+103,295
1303
$24M 0.01%
545,952
-605,448
1304
$24M 0.01%
132,816
+45,036
1305
$24M 0.01%
1,931,568
+359,916
1306
$23.9M 0.01%
215,948
-19,160
1307
$23.9M 0.01%
667,536
-6,158
1308
$23.9M 0.01%
1,165,401
-165,522
1309
$23.9M 0.01%
1,874,746
-42,612
1310
$23.9M 0.01%
5,693,516
+4,829,161
1311
$23.8M 0.01%
466,499
-639,587
1312
$23.8M 0.01%
1,158,634
-103,087
1313
$23.8M 0.01%
619,905
-88,373
1314
$23.8M 0.01%
934,305
+34,792
1315
$23.8M 0.01%
724,010
-80,700
1316
$23.7M 0.01%
1,633,356
-68,961
1317
$23.7M 0.01%
661,527
-50,256
1318
$23.7M 0.01%
539,655
+49,168
1319
$23.7M 0.01%
364,111
+66,597
1320
$23.7M 0.01%
353,468
-50,038
1321
$23.7M 0.01%
1,704,488
-705,832
1322
$23.7M 0.01%
519,604
-304,960
1323
$23.5M 0.01%
3,030,644
+37,099
1324
$23.5M 0.01%
1,667,780
-776,520
1325
$23.5M 0.01%
522,022
-266,882
51 52
53
54 55