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
1951
$11.6M ﹤0.01%
458,801
-37,031
1952
$11.6M ﹤0.01%
203,684
-590,123
1953
$11.6M ﹤0.01%
231,692
-872
1954
$11.6M ﹤0.01%
388,450
+321,231
1955
$11.6M ﹤0.01%
628,149
+27,397
1956
$11.6M ﹤0.01%
481,597
-15,482
1957
$11.6M ﹤0.01%
164,120
-25,547
1958
$11.6M ﹤0.01%
319,588
+78,753
1959
$11.6M ﹤0.01%
160,460
-26,510
1960
$11.5M ﹤0.01%
318,302
+62,298
1961
$11.5M ﹤0.01%
924,944
+374,600
1962
$11.5M ﹤0.01%
434,126
-37,400
1963
$11.5M ﹤0.01%
286,523
-63,673
1964
$11.5M ﹤0.01%
1,015,943
+738,440
1965
$11.5M ﹤0.01%
498,927
+45,882
1966
$11.4M ﹤0.01%
210,110
+155,680
1967
$11.4M ﹤0.01%
214,503
+6,617
1968
$11.4M ﹤0.01%
2,464,530
+187,528
1969
$11.4M ﹤0.01%
2,869,253
+610,212
1970
$11.4M ﹤0.01%
187,735
+7,760
1971
$11.4M ﹤0.01%
153,242
+43,405
1972
$11.4M ﹤0.01%
250,919
-85,976
1973
$11.4M ﹤0.01%
+569,690
1974
$11.4M ﹤0.01%
508,880
+18,138
1975
$11.4M ﹤0.01%
1,072,008
-684,945
77 78
79
80 81