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
151
$488M 0.15%
6,550,301
-1,977,211
152
$486M 0.15%
11,300,434
-813,321
153
$485M 0.15%
3,159,883
+2,764,328
154
$475M 0.14%
7,740,778
-428,988
155
$472M 0.14%
4,082,381
-628,314
156
$468M 0.14%
8,335,617
+6,180,603
157
$462M 0.14%
4,098,130
-1,345,471
158
$460M 0.14%
8,502,518
+8,558
159
$457M 0.14%
4,620,313
+578,328
160
$456M 0.14%
3,752,126
-429,420
161
$454M 0.14%
3,200,942
-400,713
162
$452M 0.14%
18,362,496
-1,308,591
163
$451M 0.13%
7,021,917
+4,005,450
164
$447M 0.13%
3,926,260
-812,209
165
$436M 0.13%
21,042,150
-5,368,677
166
$435M 0.13%
14,958,599
+2,208,689
167
$435M 0.13%
5,193,458
+4,593,602
168
$432M 0.13%
2,814,214
-113,445
169
$429M 0.13%
32,498,920
+8,939,979
170
$422M 0.13%
2,861,206
+70,041
171
$418M 0.13%
8,224,134
-569,792
172
$414M 0.12%
4,626,524
+772,929
173
$408M 0.12%
4,321,562
-1,620,197
174
$406M 0.12%
5,481,529
-1,033,817
175
$406M 0.12%
4,205,834
+179,724
5 6
7
8 9