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
1901
$12.2M ﹤0.01%
452,070
-1,448,285
1902
$12.2M ﹤0.01%
676,970
+310,448
1903
$12.1M ﹤0.01%
187,178
-50,961
1904
$12.1M ﹤0.01%
297,809
+128,282
1905
$12.1M ﹤0.01%
134,657
+21,035
1906
$12.1M ﹤0.01%
1,502,596
+1,260,837
1907
$12.1M ﹤0.01%
453,549
-743,685
1908
$12.1M ﹤0.01%
619,136
-558,341
1909
$12.1M ﹤0.01%
135,241
-28,124
1910
$12.1M ﹤0.01%
570,752
-465,762
1911
$12.1M ﹤0.01%
842,574
-70,978
1912
$12.1M ﹤0.01%
10,421
-1,440
1913
$12M ﹤0.01%
223,660
+33,437
1914
$12M ﹤0.01%
1,044,029
+369,128
1915
$12M ﹤0.01%
359,695
+62,706
1916
$12M ﹤0.01%
360,444
-923
1917
$12M ﹤0.01%
947,363
-181,152
1918
$12M ﹤0.01%
4,104,993
-2,358,304
1919
$11.9M ﹤0.01%
989,451
+110,422
1920
$11.9M ﹤0.01%
740,061
-14,314
1921
$11.9M ﹤0.01%
450,689
+173,315
1922
$11.9M ﹤0.01%
1,036,045
+260,764
1923
$11.9M ﹤0.01%
764,538
+103,874
1924
$11.9M ﹤0.01%
143,800
-49,634
1925
$11.8M ﹤0.01%
343,433
+229,501
75 76
77
78 79