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
1976
$11.4M ﹤0.01%
312,611
-98,207
1977
$11.4M ﹤0.01%
556,325
+174,959
1978
$11.4M ﹤0.01%
47,193
-12,364
1979
$11.4M ﹤0.01%
2,280,719
-143,456
1980
$11.4M ﹤0.01%
573,206
+153,715
1981
$11.3M ﹤0.01%
191,457
-62,711
1982
$11.3M ﹤0.01%
402,840
+38,638
1983
$11.3M ﹤0.01%
231,097
-44,185
1984
$11.3M ﹤0.01%
471,886
-52,812
1985
$11.3M ﹤0.01%
612,517
+79,460
1986
$11.3M ﹤0.01%
129,829
+51,856
1987
$11.3M ﹤0.01%
151,700
+10,945
1988
$11.3M ﹤0.01%
468,542
+273,467
1989
$11.3M ﹤0.01%
656,492
+224,326
1990
$11.3M ﹤0.01%
148,197
+39,772
1991
$11.3M ﹤0.01%
517,124
+362,508
1992
$11.3M ﹤0.01%
193,149
-35,607
1993
$11.3M ﹤0.01%
519,278
-161,446
1994
$11.2M ﹤0.01%
285,119
+3,369
1995
$11.2M ﹤0.01%
273,951
-29,858
1996
$11.2M ﹤0.01%
360,881
+18,730
1997
$11.2M ﹤0.01%
164,795
+49,415
1998
$11.2M ﹤0.01%
391,056
+186,060
1999
$11.2M ﹤0.01%
156,378
-57,390
2000
$11.2M ﹤0.01%
259,470
-16,299
78 79
80
81 82