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
2051
$10.6M ﹤0.01%
620,921
+168,467
2052
$10.6M ﹤0.01%
249,212
-129,772
2053
$10.6M ﹤0.01%
285,824
-6,096
2054
$10.5M ﹤0.01%
617,610
-2,886,338
2055
$10.5M ﹤0.01%
662,689
+404,207
2056
$10.5M ﹤0.01%
112,675
+47,682
2057
$10.5M ﹤0.01%
232,864
-177,408
2058
$10.5M ﹤0.01%
93,486
+18,347
2059
$10.5M ﹤0.01%
396,234
+126,019
2060
$10.5M ﹤0.01%
879,688
+79,050
2061
$10.5M ﹤0.01%
294,028
+159,470
2062
$10.4M ﹤0.01%
585,743
+225,970
2063
$10.4M ﹤0.01%
74,524
-13,489
2064
$10.4M ﹤0.01%
6,126
+1,994
2065
$10.4M ﹤0.01%
283,875
-302,255
2066
$10.4M ﹤0.01%
5,726,080
+3,014,338
2067
$10.4M ﹤0.01%
1,170,868
-3,955,014
2068
$10.4M ﹤0.01%
166,526
+63,078
2069
$10.4M ﹤0.01%
292,439
-467,718
2070
$10.4M ﹤0.01%
381,820
+292,241
2071
$10.4M ﹤0.01%
290,608
+78,601
2072
$10.4M ﹤0.01%
1,169,978
+31,591
2073
$10.4M ﹤0.01%
3,396,804
-256,656
2074
$10.4M ﹤0.01%
110,869
-224,477
2075
$10.3M ﹤0.01%
398,688
+209,384
81 82
83
84 85