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
2826
$4.2M ﹤0.01%
338,417
-5,795
2827
$4.2M ﹤0.01%
1,125,416
+46,367
2828
$4.18M ﹤0.01%
18,356
-50,018
2829
$4.18M ﹤0.01%
147,379
-247,395
2830
$4.18M ﹤0.01%
1,305,654
+104,237
2831
$4.17M ﹤0.01%
614,983
+16,538
2832
$4.17M ﹤0.01%
61,564
-138,361
2833
$4.17M ﹤0.01%
807,681
-85,024
2834
$4.17M ﹤0.01%
104,443
-45,873
2835
$4.17M ﹤0.01%
117,676
+59,349
2836
$4.16M ﹤0.01%
322,102
+201,248
2837
$4.16M ﹤0.01%
336,306
+17,050
2838
$4.15M ﹤0.01%
206,039
+81,974
2839
$4.15M ﹤0.01%
113,404
-73,973
2840
$4.14M ﹤0.01%
302,639
-25,756
2841
$4.14M ﹤0.01%
103,748
-6,715
2842
$4.14M ﹤0.01%
107,331
+1,733
2843
$4.14M ﹤0.01%
139,018
-10,547
2844
$4.13M ﹤0.01%
90,255
+27,983
2845
$4.13M ﹤0.01%
110,592
+20,975
2846
$4.13M ﹤0.01%
932,540
+256,290
2847
$4.13M ﹤0.01%
212,825
+158,417
2848
$4.12M ﹤0.01%
281,796
-691,470
2849
$4.12M ﹤0.01%
249,983
-189,299
2850
$4.11M ﹤0.01%
320,853
-1,426
112 113
114
115 116