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
1501
$18.8M 0.01%
448,078
+168,017
1502
$18.8M 0.01%
197,660
-35,504
1503
$18.8M 0.01%
950,725
+421,063
1504
$18.8M 0.01%
252,163
+13,192
1505
$18.8M 0.01%
850,319
-5,375
1506
$18.8M 0.01%
601,073
+74,040
1507
$18.7M 0.01%
208,236
-104,920
1508
$18.7M 0.01%
1,770,113
+42,724
1509
$18.7M 0.01%
1,016,598
+704,470
1510
$18.6M 0.01%
466,143
+256,594
1511
$18.6M 0.01%
399,718
+185,412
1512
$18.6M 0.01%
1,072,932
-61,094
1513
$18.6M 0.01%
1,056,581
+29,335
1514
$18.6M 0.01%
317,174
-319,390
1515
$18.6M 0.01%
667,789
-19,616
1516
$18.5M 0.01%
107,490
-303,195
1517
$18.5M 0.01%
331,102
+221,424
1518
$18.5M 0.01%
359,296
-79,460
1519
$18.4M 0.01%
201,056
+7,589
1520
$18.4M 0.01%
5,689,292
-1,427,916
1521
$18.4M 0.01%
891,531
-88,834
1522
$18.4M 0.01%
+894,443
1523
$18.3M 0.01%
284,186
+72,561
1524
$18.3M 0.01%
1,039,614
+820,812
1525
$18.3M 0.01%
736,602
+144,469
59 60
61
62 63