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
2026
$9.8M ﹤0.01%
398,636
+121,707
2027
$9.78M ﹤0.01%
157,436
-10,445
2028
$9.77M ﹤0.01%
268,152
-31,639
2029
$9.77M ﹤0.01%
176,300
-46,764
2030
$9.76M ﹤0.01%
379,752
-1,005
2031
$9.75M ﹤0.01%
147,944
+2,594
2032
$9.75M ﹤0.01%
107,776
-3,611
2033
$9.74M ﹤0.01%
1,327,248
-151,096
2034
$9.74M ﹤0.01%
218,103
-1,843
2035
$9.73M ﹤0.01%
3,700,386
+16,000
2036
$9.73M ﹤0.01%
719,148
+92,831
2037
$9.69M ﹤0.01%
880,412
+80,975
2038
$9.67M ﹤0.01%
297,681
+19,016
2039
$9.67M ﹤0.01%
522,442
-277,194
2040
$9.66M ﹤0.01%
162,411
+77,691
2041
$9.66M ﹤0.01%
273,454
+66,065
2042
$9.65M ﹤0.01%
276,469
-107,614
2043
$9.65M ﹤0.01%
300,473
+131,605
2044
$9.63M ﹤0.01%
1,212,722
-15,204
2045
$9.62M ﹤0.01%
458,898
+83,644
2046
$9.61M ﹤0.01%
224,322
-37,327
2047
$9.61M ﹤0.01%
837,597
-14,516
2048
$9.58M ﹤0.01%
691,759
+72,877
2049
$9.55M ﹤0.01%
185,358
+16,588
2050
$9.55M ﹤0.01%
1,418,424
-31,297
80 81
82
83 84