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
1476
$19.6M 0.01%
1,463,835
-368,599
1477
$19.6M 0.01%
301,463
+101,043
1478
$19.5M 0.01%
1,574,323
+369,939
1479
$19.5M 0.01%
253,018
-93,368
1480
$19.4M 0.01%
2,373,828
+83,470
1481
$19.4M 0.01%
569,595
-406,672
1482
$19.4M 0.01%
1,361,396
-6,096,811
1483
$19.3M 0.01%
181,023
+5,205
1484
$19.3M 0.01%
983,632
-178,945
1485
$19.3M 0.01%
2,258
-293
1486
$19.3M 0.01%
242,377
-150,673
1487
$19.2M 0.01%
505,774
+10,898
1488
$19.2M 0.01%
462,296
+123,633
1489
$19.2M 0.01%
190,497
+15,592
1490
$19.2M 0.01%
705,727
-92,249
1491
$19.1M 0.01%
878,187
-770,579
1492
$19.1M 0.01%
82,179
+59,621
1493
$19M 0.01%
203,128
-57,387
1494
$19M 0.01%
283,478
+49,276
1495
$19M 0.01%
473,231
-140,238
1496
$19M 0.01%
281,429
-69,339
1497
$19M 0.01%
2,684,948
-818,349
1498
$18.9M 0.01%
498,482
+56,718
1499
$18.9M 0.01%
1,006,760
-432,193
1500
$18.9M 0.01%
1,120,169
-263,456
58 59
60
61 62