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
2351
$7.91M ﹤0.01%
715,228
-79,113
2352
$7.9M ﹤0.01%
369,308
-717,903
2353
$7.89M ﹤0.01%
779,290
2354
$7.89M ﹤0.01%
255,184
-155,677
2355
$7.89M ﹤0.01%
210,271
-239,254
2356
$7.87M ﹤0.01%
289,573
-5,922
2357
$7.87M ﹤0.01%
1,972,098
+630,420
2358
$7.86M ﹤0.01%
238,191
-111,772
2359
$7.86M ﹤0.01%
381,876
+21,708
2360
$7.86M ﹤0.01%
200,352
+71,760
2361
$7.86M ﹤0.01%
608,444
+164,905
2362
$7.85M ﹤0.01%
1,232,303
-11,387,241
2363
$7.85M ﹤0.01%
582,275
+44,884
2364
$7.84M ﹤0.01%
171,064
+15,855
2365
$7.84M ﹤0.01%
558,107
-9,232
2366
$7.83M ﹤0.01%
574,189
-113,842
2367
$7.83M ﹤0.01%
516,108
-38,228
2368
$7.83M ﹤0.01%
311,303
-61,271
2369
$7.82M ﹤0.01%
413,741
-212,854
2370
$7.81M ﹤0.01%
249,812
-484,957
2371
$7.8M ﹤0.01%
231,869
-26,520
2372
$7.8M ﹤0.01%
230,577
+17,716
2373
$7.79M ﹤0.01%
1,149,501
-214,069
2374
$7.78M ﹤0.01%
198,866
+41,031
2375
$7.76M ﹤0.01%
192,777
-37,174
93 94
95
96 97