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
1751
$14.2M ﹤0.01%
875,187
-18,054
1752
$14.2M ﹤0.01%
1,099,703
+61,024
1753
$14.2M ﹤0.01%
88,916
-23,744
1754
$14.2M ﹤0.01%
1,141,203
+14,901
1755
$14.2M ﹤0.01%
296,156
-279,926
1756
$14.1M ﹤0.01%
716,956
+31,440
1757
$14.1M ﹤0.01%
562,530
+260,658
1758
$14.1M ﹤0.01%
316,800
-205,321
1759
$14.1M ﹤0.01%
349,547
+247,697
1760
$14.1M ﹤0.01%
1,611,098
+1,401,377
1761
$14M ﹤0.01%
183,928
-87,066
1762
$14M ﹤0.01%
625,769
-418,509
1763
$14M ﹤0.01%
531,189
+52,242
1764
$14M ﹤0.01%
649,391
+99,995
1765
$14M ﹤0.01%
577,281
+350,676
1766
$14M ﹤0.01%
623,392
-200,834
1767
$13.9M ﹤0.01%
1,340,951
+334,285
1768
$13.9M ﹤0.01%
1,074,219
-37,275
1769
$13.9M ﹤0.01%
263,874
-25,364
1770
$13.9M ﹤0.01%
187,656
+46,223
1771
$13.9M ﹤0.01%
479,913
+439,335
1772
$13.9M ﹤0.01%
308,066
-93,286
1773
$13.9M ﹤0.01%
358,464
-128,554
1774
$13.9M ﹤0.01%
1,333,557
-69,339
1775
$13.8M ﹤0.01%
544,190
+249,423
69 70
71
72 73