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
1726
$14.7M ﹤0.01%
680,649
+219,748
1727
$14.7M ﹤0.01%
221,347
-141,386
1728
$14.7M ﹤0.01%
509,633
+292,578
1729
$14.7M ﹤0.01%
1,985,503
-29,930
1730
$14.7M ﹤0.01%
543,840
+42,564
1731
$14.6M ﹤0.01%
247,359
-64,312
1732
$14.6M ﹤0.01%
867,089
-167,397
1733
$14.6M ﹤0.01%
1,125,402
-67,963
1734
$14.6M ﹤0.01%
747,130
+96,835
1735
$14.6M ﹤0.01%
238,672
-2,249
1736
$14.5M ﹤0.01%
3,113,367
-983,765
1737
$14.5M ﹤0.01%
408,406
+44,629
1738
$14.5M ﹤0.01%
242,693
-30,921
1739
$14.5M ﹤0.01%
270,978
+78,874
1740
$14.4M ﹤0.01%
503,068
-77,976
1741
$14.4M ﹤0.01%
1,381,242
-61,724
1742
$14.4M ﹤0.01%
463,151
-65,362
1743
$14.4M ﹤0.01%
427,810
+193,875
1744
$14.4M ﹤0.01%
608,840
+246,540
1745
$14.4M ﹤0.01%
581,842
+354,677
1746
$14.4M ﹤0.01%
408,395
+43,948
1747
$14.3M ﹤0.01%
+791,642
1748
$14.3M ﹤0.01%
254,031
+40,585
1749
$14.3M ﹤0.01%
681,450
-493,260
1750
$14.3M ﹤0.01%
550,193
+124,915
68 69
70
71 72