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
1651
$16.1M ﹤0.01%
138,166
-7,087
1652
$16.1M ﹤0.01%
999,478
+228,776
1653
$16M ﹤0.01%
832,639
+275,435
1654
$16M ﹤0.01%
626,151
+508,426
1655
$16M ﹤0.01%
245,394
+4,116
1656
$16M ﹤0.01%
2,789,480
-1,637,050
1657
$16M ﹤0.01%
1,430,156
-16,837
1658
$16M ﹤0.01%
830,509
-96,594
1659
$16M ﹤0.01%
633,638
-720,074
1660
$16M ﹤0.01%
1,028,483
+27,994
1661
$16M ﹤0.01%
653,093
-69,553
1662
$16M ﹤0.01%
211,387
+30,974
1663
$15.9M ﹤0.01%
171,134
+39,165
1664
$15.9M ﹤0.01%
541,518
+34,595
1665
$15.9M ﹤0.01%
264,502
+64,720
1666
$15.9M ﹤0.01%
796,519
-25,661
1667
$15.9M ﹤0.01%
2,426,365
-682,173
1668
$15.9M ﹤0.01%
247,237
+78,066
1669
$15.9M ﹤0.01%
427,563
-18,804
1670
$15.9M ﹤0.01%
599,129
+41,752
1671
$15.8M ﹤0.01%
3,617,846
-407,672
1672
$15.8M ﹤0.01%
711,039
-336,501
1673
$15.8M ﹤0.01%
291,840
+35,874
1674
$15.8M ﹤0.01%
630,789
+422,187
1675
$15.7M ﹤0.01%
1,078,237
-1,663,270
65 66
67
68 69