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
1576
$17.4M 0.01%
422,751
-134,850
1577
$17.3M 0.01%
189,337
-176,710
1578
$17.3M 0.01%
424,361
-266,147
1579
$17.3M 0.01%
1,458,464
-115,771
1580
$17.3M 0.01%
661,233
+140,884
1581
$17.3M 0.01%
230,990
-177,220
1582
$17.3M 0.01%
176,355
-18,848
1583
$17.2M 0.01%
1,045,763
+283,142
1584
$17.2M 0.01%
300,030
+46,781
1585
$17.2M 0.01%
3,157,686
+26,300
1586
$17.2M 0.01%
727,896
+82,762
1587
$17.2M 0.01%
404,964
-79,197
1588
$17.2M 0.01%
522,097
-778,297
1589
$17.1M 0.01%
301,269
-140,134
1590
$17.1M 0.01%
4,654,108
-985,861
1591
$17.1M 0.01%
171,090
-97,454
1592
$17.1M 0.01%
716,108
+94,851
1593
$17.1M 0.01%
506,997
+415,359
1594
$17.1M 0.01%
121,801
+23,125
1595
$17.1M 0.01%
300,641
-40,878
1596
$17.1M 0.01%
639,720
-153,722
1597
$17M 0.01%
814,501
+380,333
1598
$17M 0.01%
350,970
+199,112
1599
$17M 0.01%
201,088
+7,300
1600
$17M 0.01%
285,910
+36,464
62 63
64
65 66