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
1876
$12.4M ﹤0.01%
630,510
-400,571
1877
$12.4M ﹤0.01%
1,469,982
-505,878
1878
$12.4M ﹤0.01%
230,247
+63,963
1879
$12.4M ﹤0.01%
525,832
-128,681
1880
$12.4M ﹤0.01%
441,076
+274,224
1881
$12.4M ﹤0.01%
1,070,208
-20,391
1882
$12.4M ﹤0.01%
488,604
+15,496
1883
$12.4M ﹤0.01%
624,325
+335,387
1884
$12.4M ﹤0.01%
983,991
+20,217
1885
$12.3M ﹤0.01%
665,726
+518,486
1886
$12.3M ﹤0.01%
260,989
+6,026
1887
$12.3M ﹤0.01%
403,187
+164,323
1888
$12.3M ﹤0.01%
258,562
+51,086
1889
$12.3M ﹤0.01%
143,826
-172,145
1890
$12.3M ﹤0.01%
463,158
+39,678
1891
$12.3M ﹤0.01%
168,196
+59,601
1892
$12.3M ﹤0.01%
584,082
+237,897
1893
$12.2M ﹤0.01%
676,442
-503,816
1894
$12.2M ﹤0.01%
171,849
+66,795
1895
$12.2M ﹤0.01%
838,191
+492,326
1896
$12.2M ﹤0.01%
719,495
-2,773
1897
$12.2M ﹤0.01%
96,495
-139,896
1898
$12.2M ﹤0.01%
530,367
-173,769
1899
$12.2M ﹤0.01%
906,815
-44,786
1900
$12.2M ﹤0.01%
3,151,606
-1,057,389
74 75
76
77 78