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
1701
$15.2M ﹤0.01%
795,176
+375,240
1702
$15.2M ﹤0.01%
435,937
+45,281
1703
$15.2M ﹤0.01%
443,752
+4,090
1704
$15.2M ﹤0.01%
824,789
-18,795
1705
$15.1M ﹤0.01%
536,636
-773,328
1706
$15.1M ﹤0.01%
1,428,766
+929,642
1707
$15.1M ﹤0.01%
1,526,644
+1,039,836
1708
$15.1M ﹤0.01%
540,465
+15,787
1709
$15.1M ﹤0.01%
420,054
+327,236
1710
$15.1M ﹤0.01%
242,770
-63,796
1711
$15.1M ﹤0.01%
1,514,382
+240,852
1712
$15.1M ﹤0.01%
507,624
-669,968
1713
$15M ﹤0.01%
324,396
+14,232
1714
$15M ﹤0.01%
24,073
-14,688
1715
$15M ﹤0.01%
282,257
-407,125
1716
$15M ﹤0.01%
569,095
-22,940
1717
$15M ﹤0.01%
481,080
+445,456
1718
$15M ﹤0.01%
424,217
+175,323
1719
$14.9M ﹤0.01%
423,985
+246,250
1720
$14.9M ﹤0.01%
563,538
+31,067
1721
$14.8M ﹤0.01%
465,280
-306,681
1722
$14.8M ﹤0.01%
309,865
-224,505
1723
$14.8M ﹤0.01%
731,151
-195,051
1724
$14.8M ﹤0.01%
1,088,948
+28,569
1725
$14.7M ﹤0.01%
119,949
-264,838
67 68
69
70 71