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
2726
$4.73M ﹤0.01%
239,386
-73,615
2727
$4.73M ﹤0.01%
2,011,170
-2,494,253
2728
$4.72M ﹤0.01%
379,257
+32,755
2729
$4.72M ﹤0.01%
370,631
+330,672
2730
$4.72M ﹤0.01%
81,387
+7,384
2731
$4.72M ﹤0.01%
339,106
-16,352
2732
$4.7M ﹤0.01%
117,353
-36,258
2733
$4.69M ﹤0.01%
55,652
+34,156
2734
$4.68M ﹤0.01%
127,688
-8,656
2735
$4.68M ﹤0.01%
399,770
-703,586
2736
$4.68M ﹤0.01%
189,332
+108,547
2737
$4.68M ﹤0.01%
90,789
+60,149
2738
$4.68M ﹤0.01%
1,299,172
+186,026
2739
$4.67M ﹤0.01%
79,732
+56
2740
$4.66M ﹤0.01%
289,599
-353,997
2741
$4.64M ﹤0.01%
113,222
+20,827
2742
$4.62M ﹤0.01%
610,023
-621,582
2743
$4.62M ﹤0.01%
115,148
-9,706
2744
$4.61M ﹤0.01%
41,426
+3,648
2745
$4.61M ﹤0.01%
133,715
+3,788
2746
$4.61M ﹤0.01%
314,980
-16,301
2747
$4.6M ﹤0.01%
605,667
+544,858
2748
$4.6M ﹤0.01%
84,268
-51,500
2749
$4.6M ﹤0.01%
86,521
-3,687
2750
$4.58M ﹤0.01%
196,272
-20,338
108 109
110
111 112