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
1601
$17M 0.01%
1,158,320
+233,081
1602
$17M 0.01%
2,509,470
+271,728
1603
$17M 0.01%
393,851
+248,221
1604
$16.9M 0.01%
389,861
-397,849
1605
$16.9M 0.01%
1,822,665
-2,013,519
1606
$16.9M 0.01%
320,678
-158,579
1607
$16.9M 0.01%
398,666
-67,983
1608
$16.9M 0.01%
268,592
+75,913
1609
$16.9M 0.01%
1,712,936
+148,520
1610
$16.8M 0.01%
1,330,797
-281,818
1611
$16.8M 0.01%
717,862
+131,166
1612
$16.8M 0.01%
489,015
+11,275
1613
$16.8M 0.01%
985,030
+206,307
1614
$16.8M 0.01%
317,880
-142,178
1615
$16.8M 0.01%
381,938
-119,605
1616
$16.7M 0.01%
215,483
-161,764
1617
$16.7M 0.01%
404,389
+157,281
1618
$16.7M 0.01%
897,528
+206,223
1619
$16.7M 0.01%
484,262
+24,752
1620
$16.7M 0.01%
598,940
+55,663
1621
$16.7M 0.01%
190,641
-2,163
1622
$16.7M 0.01%
147,374
-40,464
1623
$16.7M 0.01%
628,743
+137,178
1624
$16.6M 0.01%
628,653
+147,767
1625
$16.6M 0.01%
473,260
+395,237