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
2851
$4.11M ﹤0.01%
397,726
-3,899
2852
$4.09M ﹤0.01%
2,824,390
+27,406
2853
$4.08M ﹤0.01%
218,525
+32,785
2854
$4.08M ﹤0.01%
49,821
+29,671
2855
$4.08M ﹤0.01%
120,712
-17,132
2856
$4.08M ﹤0.01%
124,479
+8,679
2857
$4.07M ﹤0.01%
300,784
-481,986
2858
$4.06M ﹤0.01%
55,422
-2,083
2859
$4.06M ﹤0.01%
107,558
-185,018
2860
$4.06M ﹤0.01%
103,263
+4,350
2861
$4.06M ﹤0.01%
77,468
-1,802
2862
$4.05M ﹤0.01%
224,887
-35,037
2863
$4.05M ﹤0.01%
+325,252
2864
$4.05M ﹤0.01%
121,328
+24,002
2865
$4.05M ﹤0.01%
402,839
-98,833
2866
$4.04M ﹤0.01%
1,418,606
-1,917,097
2867
$4.04M ﹤0.01%
288,704
+271,420
2868
$4.03M ﹤0.01%
38,678
-85,117
2869
$4.03M ﹤0.01%
23,546
+23,530
2870
$4.03M ﹤0.01%
204,663
-15,059
2871
$4.03M ﹤0.01%
31,421
+6,505
2872
$4.03M ﹤0.01%
27,142
+1,829
2873
$4.02M ﹤0.01%
96,025
-33,716
2874
$4.02M ﹤0.01%
29,488
-58,080
2875
$4.02M ﹤0.01%
394,003
-242,406
113 114
115
116 117