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
2901
$3.93M ﹤0.01%
135,838
-56,825
2902
$3.93M ﹤0.01%
917,353
+354,596
2903
$3.92M ﹤0.01%
101,823
-23,892
2904
$3.91M ﹤0.01%
69,072
+35,478
2905
$3.9M ﹤0.01%
233,820
+45,905
2906
$3.9M ﹤0.01%
1,301,113
+260,196
2907
$3.89M ﹤0.01%
115,901
+113,101
2908
$3.89M ﹤0.01%
112,365
+50,077
2909
$3.88M ﹤0.01%
82,765
+3,453
2910
$3.88M ﹤0.01%
165,065
+108,734
2911
$3.87M ﹤0.01%
83,240
+7,465
2912
$3.87M ﹤0.01%
262,921
+36,795
2913
$3.86M ﹤0.01%
289,715
+75,923
2914
$3.85M ﹤0.01%
133,027
+39,977
2915
$3.85M ﹤0.01%
406,055
-854,784
2916
$3.84M ﹤0.01%
347,277
+77,634
2917
$3.84M ﹤0.01%
60,249
-14,749
2918
$3.83M ﹤0.01%
98,404
-289
2919
$3.83M ﹤0.01%
402,977
-92,426
2920
$3.83M ﹤0.01%
76,086
-116,487
2921
$3.83M ﹤0.01%
213,798
-37,728
2922
$3.83M ﹤0.01%
202,382
-73,618
2923
$3.82M ﹤0.01%
109,698
+88,452
2924
$3.81M ﹤0.01%
48,548
-2,245
2925
$3.81M ﹤0.01%
3,901,602
+932,753
115 116
117
118 119