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
2001
$10.1M ﹤0.01%
379,073
+228,614
2002
$10.1M ﹤0.01%
235,611
+96,095
2003
$10.1M ﹤0.01%
698,211
-404,988
2004
$10M ﹤0.01%
+202,100
2005
$10M ﹤0.01%
2,029,559
-80,331
2006
$10M ﹤0.01%
134,515
-173,889
2007
$10M ﹤0.01%
913,992
+124,071
2008
$10M ﹤0.01%
1,901,433
+306,625
2009
$10M ﹤0.01%
1,513,460
-698,070
2010
$10M ﹤0.01%
324,283
+81,803
2011
$10M ﹤0.01%
60,785
-63,728
2012
$9.99M ﹤0.01%
220,884
-34,350
2013
$9.98M ﹤0.01%
121,473
+27,170
2014
$9.97M ﹤0.01%
458,006
+7,008
2015
$9.96M ﹤0.01%
156,493
-12,125
2016
$9.95M ﹤0.01%
742,758
+548,296
2017
$9.95M ﹤0.01%
12,760
+246
2018
$9.94M ﹤0.01%
951,203
+401,259
2019
$9.93M ﹤0.01%
182,752
-17,861
2020
$9.91M ﹤0.01%
1,292,414
-208,061
2021
$9.91M ﹤0.01%
2,879,778
+116,665
2022
$9.89M ﹤0.01%
1,605,253
-130,343
2023
$9.88M ﹤0.01%
695,624
+654,193
2024
$9.85M ﹤0.01%
102,726
+36,042
2025
$9.83M ﹤0.01%
149,093
-1,640
79 80
81
82 83