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
2876
$4.02M ﹤0.01%
76,980
+61,910
2877
$4.01M ﹤0.01%
59,583
-522,032
2878
$4.01M ﹤0.01%
251,135
+234,045
2879
$4.01M ﹤0.01%
182,013
-210,738
2880
$4.01M ﹤0.01%
2,505,972
+2,476,889
2881
$4M ﹤0.01%
718,966
+6,309
2882
$4M ﹤0.01%
60,161
-3,949
2883
$3.99M ﹤0.01%
1,898,968
+548,737
2884
$3.98M ﹤0.01%
80,478
-39,104
2885
$3.98M ﹤0.01%
52,439
+36,202
2886
$3.97M ﹤0.01%
73,242
-16,023
2887
$3.97M ﹤0.01%
+46,955
2888
$3.97M ﹤0.01%
368,443
+34,736
2889
$3.97M ﹤0.01%
124,990
-29,760
2890
$3.97M ﹤0.01%
240,299
+8,007
2891
$3.96M ﹤0.01%
115,521
+47,295
2892
$3.96M ﹤0.01%
323,491
-468,860
2893
$3.95M ﹤0.01%
478,275
-311,556
2894
$3.95M ﹤0.01%
58,977
+17,619
2895
$3.95M ﹤0.01%
63,610
+13,323
2896
$3.94M ﹤0.01%
45,248
-6,451
2897
$3.94M ﹤0.01%
573,950
-54,208
2898
$3.94M ﹤0.01%
372,511
-58,304
2899
$3.94M ﹤0.01%
21,856
-1,800
2900
$3.93M ﹤0.01%
2,216,942
-1,253,220
114 115
116
117 118