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
1326
$23.4M 0.01%
1,624,569
-870,251
1327
$23.4M 0.01%
774,685
+68,898
1328
$23.4M 0.01%
1,477,667
-88,537
1329
$23.3M 0.01%
1,574,081
-233,037
1330
$23.3M 0.01%
535,817
+376,403
1331
$23.3M 0.01%
784,265
-152,808
1332
$23.3M 0.01%
665,311
-44,826
1333
$23.3M 0.01%
276,944
+11,508
1334
$23.2M 0.01%
233,411
-225,588
1335
$23.2M 0.01%
1,177,915
+579,810
1336
$23.1M 0.01%
3,925,143
+40,931
1337
$23.1M 0.01%
367,462
+60,474
1338
$23.1M 0.01%
283,765
-475,818
1339
$23M 0.01%
1,302,615
-297,779
1340
$23M 0.01%
528,950
-484,937
1341
$22.9M 0.01%
431,134
-25,247
1342
$22.9M 0.01%
531,980
-534,644
1343
$22.9M 0.01%
1,034,924
-126,762
1344
$22.9M 0.01%
477,177
+137,210
1345
$22.9M 0.01%
340,702
+27,460
1346
$22.8M 0.01%
18,108
-157
1347
$22.8M 0.01%
367,068
+56,726
1348
$22.8M 0.01%
2,299,032
+201,275
1349
$22.8M 0.01%
1,693,635
-27,430
1350
$22.8M 0.01%
247,861
-216,036
52 53
54
55 56