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
51
$1.37B 0.39%
25,461,263
+3,389,097
52
$1.34B 0.38%
10,940,861
-658,037
53
$1.33B 0.38%
12,342,826
+75,191
54
$1.32B 0.37%
16,666,517
-4,334,878
55
$1.32B 0.37%
16,259,024
+1,606,943
56
$1.3B 0.37%
8,607,997
-652,797
57
$1.29B 0.36%
15,925,999
-543,999
58
$1.28B 0.36%
6,718,471
-1,264,383
59
$1.26B 0.36%
7,898,444
+93,570
60
$1.25B 0.35%
29,304,125
+3,456,387
61
$1.23B 0.35%
22,894,948
+3,199,967
62
$1.23B 0.35%
7,834,205
-80,871
63
$1.19B 0.34%
18,399,982
-591,736
64
$1.19B 0.34%
10,580,677
-235,824
65
$1.18B 0.33%
4,527,410
-366,189
66
$1.16B 0.33%
8,606,008
-1,047,779
67
$1.16B 0.33%
19,026,784
+128,669
68
$1.15B 0.33%
32,909,340
+4,347,827
69
$1.15B 0.32%
4,189,157
-325,504
70
$1.14B 0.32%
13,168,588
+916,530
71
$1.13B 0.32%
29,890,095
-383,405
72
$1.12B 0.32%
7,730,706
-188,455
73
$1.12B 0.32%
43,444,198
-633,413
74
$1.11B 0.31%
635,331
-171,728
75
$1.1B 0.31%
8,984,994
-798,079
1 2
3
4 5