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
1926
$11.8M ﹤0.01%
356,264
+114,396
1927
$11.8M ﹤0.01%
452,246
-23,436
1928
$11.8M ﹤0.01%
2,526,212
-188,094
1929
$11.8M ﹤0.01%
1,694,661
-1,625,166
1930
$11.8M ﹤0.01%
315,726
-35,255
1931
$11.8M ﹤0.01%
135,654
+34,588
1932
$11.8M ﹤0.01%
1,070,340
+329,858
1933
$11.8M ﹤0.01%
275,860
-132,587
1934
$11.8M ﹤0.01%
283,301
+46,545
1935
$11.8M ﹤0.01%
568,685
-21,393
1936
$11.8M ﹤0.01%
353,479
-47,560
1937
$11.8M ﹤0.01%
475,446
+194,266
1938
$11.8M ﹤0.01%
218,260
+125,142
1939
$11.8M ﹤0.01%
330,504
+174,740
1940
$11.7M ﹤0.01%
211,429
-12,261
1941
$11.7M ﹤0.01%
778,144
+509,841
1942
$11.7M ﹤0.01%
577,645
-289,291
1943
$11.7M ﹤0.01%
276,320
-7,166
1944
$11.7M ﹤0.01%
1,611,373
+1,052,106
1945
$11.7M ﹤0.01%
1,241,902
-303,158
1946
$11.7M ﹤0.01%
599,778
+78,735
1947
$11.7M ﹤0.01%
190,379
+38,659
1948
$11.7M ﹤0.01%
281,855
-294,198
1949
$11.7M ﹤0.01%
1,216,452
+244,096
1950
$11.7M ﹤0.01%
294,872
-254,452
76 77
78
79 80