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
1851
$12.8M ﹤0.01%
199,024
-180,963
1852
$12.8M ﹤0.01%
280,562
+27,311
1853
$12.8M ﹤0.01%
304,693
+22,725
1854
$12.8M ﹤0.01%
171,886
-112,806
1855
$12.8M ﹤0.01%
232,018
-27,539
1856
$12.7M ﹤0.01%
445,036
+323,558
1857
$12.7M ﹤0.01%
758,619
+598,433
1858
$12.7M ﹤0.01%
198,690
+8,011
1859
$12.6M ﹤0.01%
148,457
-64,659
1860
$12.6M ﹤0.01%
409,972
+183,254
1861
$12.6M ﹤0.01%
489,658
+112,545
1862
$12.6M ﹤0.01%
680,253
+209,400
1863
$12.6M ﹤0.01%
498,504
+400,622
1864
$12.6M ﹤0.01%
692,401
+95,475
1865
$12.6M ﹤0.01%
1,885,777
+1,465,260
1866
$12.6M ﹤0.01%
193,058
-125,469
1867
$12.5M ﹤0.01%
175,101
-132,269
1868
$12.5M ﹤0.01%
12,065
-88,374
1869
$12.5M ﹤0.01%
443,481
+208,831
1870
$12.5M ﹤0.01%
4,137,441
-481,134
1871
$12.5M ﹤0.01%
4,405,487
-299,866
1872
$12.5M ﹤0.01%
202,598
-32,365
1873
$12.4M ﹤0.01%
526,063
+217,087
1874
$12.4M ﹤0.01%
1,470,621
-41,115
1875
$12.4M ﹤0.01%
1,253,491
-52,351
73 74
75
76 77