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
$517B
AUM Growth
+$65.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$922M
3
+$815M
4
ICE icon
Intercontinental Exchange
ICE
+$731M
5
PARA
Paramount Global Class B
PARA
+$691M

Top Sells

1
+$2.32B
2
+$966M
3
+$630M
4
SHOP icon
Shopify
SHOP
+$427M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$425M

Sector Composition

1 Technology 20.02%
2 Healthcare 10.48%
3 Consumer Discretionary 9.26%
4 Communication Services 8.33%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$11M ﹤0.01%
815,241
+302,991
1927
$11M ﹤0.01%
32,195
+21,423
1928
$11M ﹤0.01%
323,372
+96,035
1929
$11M ﹤0.01%
1,370,172
+10,614
1930
$11M ﹤0.01%
186,543
-21,016
1931
$11M ﹤0.01%
2,602,753
+121,643
1932
$11M ﹤0.01%
1,703,724
+1,396,836
1933
$11M ﹤0.01%
406,742
-86,242
1934
$11M ﹤0.01%
3,989,062
+960,004
1935
$11M ﹤0.01%
119,388
-15,145
1936
$10.9M ﹤0.01%
794,921
+343,793
1937
$10.9M ﹤0.01%
304,860
-14,067
1938
$10.9M ﹤0.01%
1,594,236
+406,401
1939
$10.9M ﹤0.01%
120,365
-101,112
1940
$10.9M ﹤0.01%
278,749
+163,213
1941
$10.8M ﹤0.01%
50,678
-7,142
1942
$10.8M ﹤0.01%
6,378,107
-5,243,783
1943
$10.8M ﹤0.01%
1,299,067
+309,660
1944
$10.8M ﹤0.01%
105,876
+52,251
1945
$10.8M ﹤0.01%
458,052
-15,569
1946
$10.8M ﹤0.01%
226,586
+35,016
1947
$10.8M ﹤0.01%
213,197
+196,498
1948
$10.8M ﹤0.01%
1,140,542
-59,296
1949
$10.8M ﹤0.01%
250,651
+231,851
1950
$10.8M ﹤0.01%
220,175
+67,175
76 77
78
79 80