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
2001
$11.2M ﹤0.01%
576,333
-122,875
2002
$11.1M ﹤0.01%
429,777
+262,171
2003
$11.1M ﹤0.01%
232,107
+18,107
2004
$11.1M ﹤0.01%
171,834
+74,291
2005
$11.1M ﹤0.01%
179,671
+133,821
2006
$11.1M ﹤0.01%
285,622
-3,802
2007
$11.1M ﹤0.01%
2,373,115
-117,665
2008
$11.1M ﹤0.01%
273,614
-104,872
2009
$11.1M ﹤0.01%
278,487
-596,896
2010
$11.1M ﹤0.01%
687,877
+87,084
2011
$11.1M ﹤0.01%
722,334
+298,537
2012
$11M ﹤0.01%
253,852
+9,793
2013
$11M ﹤0.01%
951,883
-101,716
2014
$11M ﹤0.01%
710,079
+344,545
2015
$11M ﹤0.01%
1,043,715
+386,705
2016
$11M ﹤0.01%
220,670
-100,327
2017
$11M ﹤0.01%
260,494
-148,643
2018
$10.9M ﹤0.01%
292,472
+102,884
2019
$10.9M ﹤0.01%
621,613
+243,048
2020
$10.9M ﹤0.01%
142,521
-40,767
2021
$10.9M ﹤0.01%
52,645
+9,494
2022
$10.9M ﹤0.01%
1,021,097
-447,562
2023
$10.9M ﹤0.01%
347,497
+53,277
2024
$10.9M ﹤0.01%
369,040
+158,687
2025
$10.9M ﹤0.01%
231,336
-670,047
79 80
81
82 83