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
1551
$17.9M 0.01%
1,168,755
+52,516
1552
$17.9M 0.01%
539,199
+151,411
1553
$17.9M 0.01%
942,321
+16,401
1554
$17.8M 0.01%
667,157
+223,902
1555
$17.8M 0.01%
1,457,669
-251,791
1556
$17.8M 0.01%
253,796
-30,675
1557
$17.8M 0.01%
245,745
+73,532
1558
$17.8M 0.01%
368,562
+177,032
1559
$17.7M 0.01%
681,532
-137,189
1560
$17.6M 0.01%
803,882
+67,840
1561
$17.6M 0.01%
92,631
-43,144
1562
$17.6M 0.01%
24,016
-34
1563
$17.6M 0.01%
935,748
-6,672
1564
$17.6M 0.01%
1,236,490
+367,793
1565
$17.6M 0.01%
608,560
+28,429
1566
$17.6M 0.01%
227,713
-139,816
1567
$17.5M 0.01%
884,375
-19,544
1568
$17.5M 0.01%
2,846,238
-492,415
1569
$17.5M 0.01%
1,438,291
-2,500,353
1570
$17.5M 0.01%
576,953
+390,387
1571
$17.5M 0.01%
1,061,505
+330,171
1572
$17.5M 0.01%
4,472,188
-365,586
1573
$17.4M 0.01%
182,012
+20,050
1574
$17.4M 0.01%
311,743
+183,945
1575
$17.4M 0.01%
205,060
+15,807
61 62
63
64 65