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
1776
$13.8M ﹤0.01%
776,413
-187,204
1777
$13.8M ﹤0.01%
817,999
+205,732
1778
$13.8M ﹤0.01%
1,691,257
+1,534,332
1779
$13.8M ﹤0.01%
561,279
+87,309
1780
$13.8M ﹤0.01%
206,663
+3,476
1781
$13.8M ﹤0.01%
2,498,469
-403,472
1782
$13.8M ﹤0.01%
7,161,128
+6,617,107
1783
$13.8M ﹤0.01%
225,068
-38,502
1784
$13.8M ﹤0.01%
680,712
-369,901
1785
$13.7M ﹤0.01%
2,226,093
+815,432
1786
$13.7M ﹤0.01%
743,120
-313,111
1787
$13.7M ﹤0.01%
369,351
-179,993
1788
$13.7M ﹤0.01%
581,448
+95,427
1789
$13.7M ﹤0.01%
848,509
-2,088,331
1790
$13.7M ﹤0.01%
455,632
+260,077
1791
$13.6M ﹤0.01%
226,284
+31,011
1792
$13.6M ﹤0.01%
321,657
+139,216
1793
$13.6M ﹤0.01%
398,343
+59,315
1794
$13.6M ﹤0.01%
192,136
+152,246
1795
$13.6M ﹤0.01%
1,035,157
+385,663
1796
$13.6M ﹤0.01%
254,559
-99,725
1797
$13.6M ﹤0.01%
674,307
+659,453
1798
$13.5M ﹤0.01%
1,668,203
+31,498
1799
$13.5M ﹤0.01%
280,080
-1,107,234
1800
$13.5M ﹤0.01%
4,530,021
+4,177,762
70 71
72
73 74