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
1526
$18.3M 0.01%
910,275
-929,826
1527
$18.3M 0.01%
298,209
+56,196
1528
$18.3M 0.01%
127,927
-1,316,254
1529
$18.3M 0.01%
284,886
+132,655
1530
$18.3M 0.01%
346,522
+92,789
1531
$18.2M 0.01%
1,572,240
-84,670
1532
$18.2M 0.01%
167,182
-21,393
1533
$18.2M 0.01%
440,748
-1,722,016
1534
$18.2M 0.01%
2,108,552
-92,994
1535
$18.2M 0.01%
3,119,899
+1,147,968
1536
$18.1M 0.01%
624,258
-113,069
1537
$18.1M 0.01%
1,165,397
-213,473
1538
$18.1M 0.01%
253,787
-8,343
1539
$18.1M 0.01%
663,483
-455,642
1540
$18.1M 0.01%
619,365
+378,094
1541
$18.1M 0.01%
358,392
+147,364
1542
$18.1M 0.01%
1,138,431
+352,021
1543
$18M 0.01%
1,575,161
+694,619
1544
$18M 0.01%
734,154
-157,286
1545
$18M 0.01%
628,049
+118,256
1546
$18M 0.01%
636,783
+3,993
1547
$18M 0.01%
762,009
+246,750
1548
$17.9M 0.01%
447,969
-144,948
1549
$17.9M 0.01%
592,559
-143,659
1550
$17.9M 0.01%
539,916
-156,215
60 61
62
63 64