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
2101
$10.1M ﹤0.01%
2,771,957
+470,202
2102
$10.1M ﹤0.01%
229,911
+119,514
2103
$10.1M ﹤0.01%
489,656
-68,773
2104
$10.1M ﹤0.01%
131,510
+14,390
2105
$10.1M ﹤0.01%
442,881
+46,631
2106
$10M ﹤0.01%
232,360
+30,187
2107
$10M ﹤0.01%
415,488
+37,980
2108
$10M ﹤0.01%
774,209
-18,140
2109
$10M ﹤0.01%
510,639
-231,177
2110
$10M ﹤0.01%
123,364
-119,830
2111
$9.99M ﹤0.01%
288,952
-208,538
2112
$9.97M ﹤0.01%
1,322,613
-66,563
2113
$9.97M ﹤0.01%
125,682
+972
2114
$9.97M ﹤0.01%
1,828,729
-27,911
2115
$9.96M ﹤0.01%
279,432
-12,440
2116
$9.96M ﹤0.01%
1,603,025
+22,295
2117
$9.95M ﹤0.01%
176,722
-35,714
2118
$9.95M ﹤0.01%
461,533
-731,251
2119
$9.94M ﹤0.01%
1,145,458
+1,093,404
2120
$9.94M ﹤0.01%
579,039
-477,094
2121
$9.94M ﹤0.01%
1,281,141
+360,051
2122
$9.93M ﹤0.01%
35,086
+18,850
2123
$9.92M ﹤0.01%
1,572,604
-16,957
2124
$9.92M ﹤0.01%
155,532
+121,669
2125
$9.92M ﹤0.01%
322,127
+42,057
83 84
85
86 87