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
1826
$13.1M ﹤0.01%
270,488
-118,675
1827
$13.1M ﹤0.01%
263,779
+8,128
1828
$13.1M ﹤0.01%
260,957
-59,764
1829
$13.1M ﹤0.01%
523,378
-168,788
1830
$13.1M ﹤0.01%
200,173
+11,387
1831
$13M ﹤0.01%
549,889
-129,684
1832
$13M ﹤0.01%
410,902
+321,264
1833
$13M ﹤0.01%
1,918,945
+19,579
1834
$13M ﹤0.01%
1,347,904
-54,119
1835
$13M ﹤0.01%
388,000
-195,611
1836
$13M ﹤0.01%
513,644
-120,177
1837
$13M ﹤0.01%
204,408
-506,224
1838
$13M ﹤0.01%
435,594
+43,459
1839
$13M ﹤0.01%
240,813
+124,331
1840
$13M ﹤0.01%
5,498,588
-3,888,911
1841
$13M ﹤0.01%
1,155,325
-479,944
1842
$13M ﹤0.01%
297,934
-507,943
1843
$12.9M ﹤0.01%
1,069,782
-161,250
1844
$12.9M ﹤0.01%
1,419,082
-1,068,884
1845
$12.9M ﹤0.01%
430,904
-348,179
1846
$12.9M ﹤0.01%
839,488
-7,444
1847
$12.9M ﹤0.01%
446,425
+243,987
1848
$12.9M ﹤0.01%
306,578
+3,262
1849
$12.8M ﹤0.01%
513,489
-931,661
1850
$12.8M ﹤0.01%
325,630
+100,456
72 73
74
75 76