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
2026
$10.8M ﹤0.01%
624,815
+100,865
2027
$10.8M ﹤0.01%
362,999
-62,149
2028
$10.8M ﹤0.01%
1,383,613
-100,656
2029
$10.8M ﹤0.01%
668,939
-251,457
2030
$10.8M ﹤0.01%
153,884
+26,097
2031
$10.8M ﹤0.01%
356,820
+257,708
2032
$10.8M ﹤0.01%
1,283,481
+699,303
2033
$10.7M ﹤0.01%
503,465
+229,781
2034
$10.7M ﹤0.01%
165,379
-246,391
2035
$10.7M ﹤0.01%
983,714
-86,162
2036
$10.7M ﹤0.01%
5,341,328
+482,689
2037
$10.7M ﹤0.01%
245,139
-238,298
2038
$10.7M ﹤0.01%
188,337
-70,551
2039
$10.7M ﹤0.01%
942,245
+281,638
2040
$10.7M ﹤0.01%
200,340
+106,968
2041
$10.7M ﹤0.01%
374,014
-44,644
2042
$10.7M ﹤0.01%
135,097
-73,678
2043
$10.6M ﹤0.01%
816,997
-236,592
2044
$10.6M ﹤0.01%
587,525
+63,339
2045
$10.6M ﹤0.01%
1,530,762
+66,063
2046
$10.6M ﹤0.01%
1,272,914
-17,027
2047
$10.6M ﹤0.01%
147,369
-524,207
2048
$10.6M ﹤0.01%
1,436,030
+145,421
2049
$10.6M ﹤0.01%
726,998
-245,640
2050
$10.6M ﹤0.01%
367,120
+80,882
80 81
82
83 84