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
2076
$10.3M ﹤0.01%
511,678
+26,143
2077
$10.3M ﹤0.01%
523,082
-71,073
2078
$10.3M ﹤0.01%
508,373
+88,784
2079
$10.3M ﹤0.01%
784,973
+24,586
2080
$10.3M ﹤0.01%
233,078
+141,700
2081
$10.3M ﹤0.01%
250,881
-33,501
2082
$10.3M ﹤0.01%
155,515
-388,831
2083
$10.3M ﹤0.01%
145,120
-54,006
2084
$10.3M ﹤0.01%
572,559
-541,448
2085
$10.2M ﹤0.01%
1,705,159
-959,555
2086
$10.2M ﹤0.01%
431,439
-669,996
2087
$10.2M ﹤0.01%
226,777
+132,753
2088
$10.2M ﹤0.01%
401,747
+15,922
2089
$10.2M ﹤0.01%
231,042
+72,381
2090
$10.2M ﹤0.01%
55,599
-19,997
2091
$10.2M ﹤0.01%
1,142,206
-508,133
2092
$10.2M ﹤0.01%
314,891
-28,193
2093
$10.1M ﹤0.01%
568,555
-18,427
2094
$10.1M ﹤0.01%
1,226,642
-9,725
2095
$10.1M ﹤0.01%
364,257
+226,539
2096
$10.1M ﹤0.01%
463,949
+143,668
2097
$10.1M ﹤0.01%
2,196,507
-324,716
2098
$10.1M ﹤0.01%
512,183
-49,419
2099
$10.1M ﹤0.01%
245,334
+165,562
2100
$10.1M ﹤0.01%
12,303
-4,817
82 83
84
85 86