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
1976
$10.4M ﹤0.01%
316,477
-140,620
1977
$10.4M ﹤0.01%
255,788
-340,106
1978
$10.3M ﹤0.01%
542,947
-59,147
1979
$10.3M ﹤0.01%
793,359
-62,103
1980
$10.3M ﹤0.01%
920,980
-172,763
1981
$10.3M ﹤0.01%
745,872
+12,984
1982
$10.3M ﹤0.01%
1,045,182
+214,710
1983
$10.3M ﹤0.01%
256,780
+102,182
1984
$10.3M ﹤0.01%
444,663
+20,941
1985
$10.3M ﹤0.01%
141,980
-52,054
1986
$10.2M ﹤0.01%
575,822
-126,499
1987
$10.2M ﹤0.01%
398,160
+128,590
1988
$10.2M ﹤0.01%
131,616
+59,005
1989
$10.2M ﹤0.01%
586,541
-150,425
1990
$10.2M ﹤0.01%
255,886
+58,702
1991
$10.2M ﹤0.01%
1,657,166
+220,551
1992
$10.2M ﹤0.01%
124,416
+30,344
1993
$10.2M ﹤0.01%
1,643,197
-166,991
1994
$10.2M ﹤0.01%
1,864,738
-82,754
1995
$10.2M ﹤0.01%
444,184
-80,420
1996
$10.2M ﹤0.01%
291,548
+2,915
1997
$10.1M ﹤0.01%
320,884
+88,550
1998
$10.1M ﹤0.01%
368,455
+279,219
1999
$10.1M ﹤0.01%
343,060
+145,832
2000
$10.1M ﹤0.01%
246,159
-15,929
78 79
80
81 82