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
$353B
AUM Growth
+$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,997
New
Increased
Reduced
Closed

Top Buys

1
+$778M
2
+$753M
3
+$587M
4
SHOP icon
Shopify
SHOP
+$426M
5
IYR icon
iShares US Real Estate ETF
IYR
+$417M

Top Sells

1
+$1.55B
2
+$1.34B
3
+$1.09B
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$984M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$831M

Sector Composition

1 Technology 13.69%
2 Healthcare 9.97%
3 Financials 8.83%
4 Consumer Discretionary 7.6%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76B 0.5%
9,252,708
-214,143
27
$1.75B 0.5%
21,894,609
-1,285,253
28
$1.74B 0.49%
6,098,547
-307,432
29
$1.7B 0.48%
36,313,161
-1,942,120
30
$1.69B 0.48%
8,744,727
-2,134,046
31
$1.67B 0.47%
70,340,654
-898,596
32
$1.64B 0.46%
22,046,421
-10,570,032
33
$1.64B 0.46%
6,137,957
-427,772
34
$1.6B 0.45%
4,190,696
-21,390
35
$1.6B 0.45%
44,794,950
+8,910,140
36
$1.59B 0.45%
8,283,451
-428,507
37
$1.58B 0.45%
6,408,528
-1,302,822
38
$1.55B 0.44%
32,028,544
-1,261,960
39
$1.49B 0.42%
18,406,814
-1,076,527
40
$1.48B 0.42%
14,265,228
-2,498,375
41
$1.48B 0.42%
8,843,210
-3,194,842
42
$1.44B 0.41%
52,304,387
-6,666,177
43
$1.44B 0.41%
43,865,535
-6,016,972
44
$1.44B 0.41%
9,051,511
-1,144,247
45
$1.42B 0.4%
33,021,304
-1,754,912
46
$1.42B 0.4%
11,199,715
-1,273,069
47
$1.42B 0.4%
33,022,213
+806,672
48
$1.41B 0.4%
10,184,531
+5,607,903
49
$1.39B 0.39%
34,030,892
-594,430
50
$1.39B 0.39%
13,785,853
+127,988
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