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
2701
$4.84M ﹤0.01%
836,514
-561,654
2702
$4.84M ﹤0.01%
257,519
+15,970
2703
$4.83M ﹤0.01%
324,397
+32,966
2704
$4.82M ﹤0.01%
777,975
+8,869
2705
$4.82M ﹤0.01%
263,107
-83,844
2706
$4.81M ﹤0.01%
310,053
+4,808
2707
$4.81M ﹤0.01%
31,637
+2,575
2708
$4.81M ﹤0.01%
97
+83
2709
$4.8M ﹤0.01%
177,418
+23,340
2710
$4.79M ﹤0.01%
224,375
-261,362
2711
$4.79M ﹤0.01%
438,612
-300,186
2712
$4.79M ﹤0.01%
323,609
-44,697
2713
$4.78M ﹤0.01%
151,191
-154,794
2714
$4.78M ﹤0.01%
6,139
+3,256
2715
$4.78M ﹤0.01%
145,240
+16,433
2716
$4.77M ﹤0.01%
180,391
+115,444
2717
$4.77M ﹤0.01%
653,780
-134,383
2718
$4.77M ﹤0.01%
300,634
-47,365
2719
$4.76M ﹤0.01%
247,102
+59,658
2720
$4.76M ﹤0.01%
1,032,062
-787,094
2721
$4.76M ﹤0.01%
415,442
+23,151
2722
$4.75M ﹤0.01%
188,221
-33,481
2723
$4.74M ﹤0.01%
145,954
-234,819
2724
$4.73M ﹤0.01%
74,921
+52,469
2725
$4.73M ﹤0.01%
224,219
-99,014
107 108
109
110 111