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
1676
$15.7M ﹤0.01%
1,013,787
-664,651
1677
$15.7M ﹤0.01%
1,114,081
+88,948
1678
$15.6M ﹤0.01%
756,662
+166,993
1679
$15.6M ﹤0.01%
66,141
+1,500
1680
$15.6M ﹤0.01%
275,229
-20,797
1681
$15.6M ﹤0.01%
1,406,015
+358,695
1682
$15.6M ﹤0.01%
532,231
+126,948
1683
$15.5M ﹤0.01%
1,124,810
+109,352
1684
$15.5M ﹤0.01%
166,992
-18,537
1685
$15.5M ﹤0.01%
504,977
-71,875
1686
$15.5M ﹤0.01%
1,622,393
-83,884
1687
$15.4M ﹤0.01%
1,537,091
+84,595
1688
$15.4M ﹤0.01%
255,449
+102,977
1689
$15.4M ﹤0.01%
622,582
-230,360
1690
$15.4M ﹤0.01%
228,156
+20,543
1691
$15.4M ﹤0.01%
2,000,918
-1,191,309
1692
$15.4M ﹤0.01%
1,225,835
-1,352,936
1693
$15.4M ﹤0.01%
230,875
+20,122
1694
$15.3M ﹤0.01%
366,347
-137,774
1695
$15.3M ﹤0.01%
962,480
+325,355
1696
$15.3M ﹤0.01%
1,035,144
+710,371
1697
$15.2M ﹤0.01%
545,718
+141,383
1698
$15.2M ﹤0.01%
384,490
+142,459
1699
$15.2M ﹤0.01%
855,293
+79,654
1700
$15.2M ﹤0.01%
1,342,230
+1,248,949
66 67
68
69 70