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
1951
$10.7M ﹤0.01%
275,109
+224,209
1952
$10.7M ﹤0.01%
66,101
-1,104
1953
$10.6M ﹤0.01%
890,679
+473,044
1954
$10.6M ﹤0.01%
811,182
+68,980
1955
$10.6M ﹤0.01%
113,420
+1,273
1956
$10.6M ﹤0.01%
454,639
+4,592
1957
$10.6M ﹤0.01%
322,449
+12,837
1958
$10.6M ﹤0.01%
483,945
+329,737
1959
$10.6M ﹤0.01%
199,570
+5,594
1960
$10.6M ﹤0.01%
132,167
+95,392
1961
$10.6M ﹤0.01%
555,933
+33,052
1962
$10.6M ﹤0.01%
470,623
+274,841
1963
$10.6M ﹤0.01%
389,151
+52,582
1964
$10.5M ﹤0.01%
794,325
-115,042
1965
$10.5M ﹤0.01%
122,803
+65,752
1966
$10.5M ﹤0.01%
350,387
-188,089
1967
$10.5M ﹤0.01%
426,379
+8,520
1968
$10.5M ﹤0.01%
306,639
-132,818
1969
$10.4M ﹤0.01%
267,579
-150,737
1970
$10.4M ﹤0.01%
92,047
-212,493
1971
$10.4M ﹤0.01%
739,394
+514,328
1972
$10.4M ﹤0.01%
125,245
+4,923
1973
$10.4M ﹤0.01%
170,419
+2,560
1974
$10.4M ﹤0.01%
173,186
+47,240
1975
$10.4M ﹤0.01%
469,547
-58,754
77 78
79
80 81