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
2801
$4.34M ﹤0.01%
60,296
-3,512
2802
$4.33M ﹤0.01%
341,541
+245,190
2803
$4.32M ﹤0.01%
45,325
-41,803
2804
$4.32M ﹤0.01%
50,234
+48,259
2805
$4.29M ﹤0.01%
435,849
+388,991
2806
$4.29M ﹤0.01%
163,585
-64,128
2807
$4.29M ﹤0.01%
155,872
+32,274
2808
$4.29M ﹤0.01%
1,221,499
+754,042
2809
$4.29M ﹤0.01%
559,572
+5,223
2810
$4.28M ﹤0.01%
190,269
+20,796
2811
$4.28M ﹤0.01%
106,849
+77,759
2812
$4.27M ﹤0.01%
1,303,053
+84,062
2813
$4.26M ﹤0.01%
147,421
+16,377
2814
$4.26M ﹤0.01%
112,995
+36,232
2815
$4.26M ﹤0.01%
41,776
-2,660
2816
$4.25M ﹤0.01%
91,392
+58,550
2817
$4.24M ﹤0.01%
67,011
-5,940
2818
$4.23M ﹤0.01%
39,713
-34,356
2819
$4.23M ﹤0.01%
116,716
+93,702
2820
$4.23M ﹤0.01%
42,481
-5,451
2821
$4.23M ﹤0.01%
600,246
+333,181
2822
$4.22M ﹤0.01%
181,631
+3,229
2823
$4.21M ﹤0.01%
444,951
+19,624
2824
$4.21M ﹤0.01%
113,780
-338,435
2825
$4.21M ﹤0.01%
184,633
-3,766
111 112
113
114 115