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
2951
$3.72M ﹤0.01%
152,508
-415,513
2952
$3.71M ﹤0.01%
217,420
-32,938
2953
$3.71M ﹤0.01%
119,188
-7,021
2954
$3.7M ﹤0.01%
94,619
-2,727,887
2955
$3.7M ﹤0.01%
47,121
+25,421
2956
$3.7M ﹤0.01%
63,722
-227,510
2957
$3.69M ﹤0.01%
320,386
-53,966
2958
$3.69M ﹤0.01%
133,278
-2,261
2959
$3.68M ﹤0.01%
239,432
+77,658
2960
$3.67M ﹤0.01%
68,694
-35,686
2961
$3.67M ﹤0.01%
421,008
-66,928
2962
$3.67M ﹤0.01%
58,738
+3,015
2963
$3.67M ﹤0.01%
134,263
+4,419
2964
$3.66M ﹤0.01%
104,119
-11,749
2965
$3.65M ﹤0.01%
70,572
+2,500
2966
$3.65M ﹤0.01%
3,090,090
2967
$3.64M ﹤0.01%
567,324
-9,696
2968
$3.64M ﹤0.01%
469,833
+175,359
2969
$3.64M ﹤0.01%
256,281
+94,736
2970
$3.64M ﹤0.01%
130,205
-113,470
2971
$3.63M ﹤0.01%
626,148
+61,579
2972
$3.63M ﹤0.01%
149,008
+5,514
2973
$3.63M ﹤0.01%
63,147
-1,511
2974
$3.63M ﹤0.01%
164,190
-53,415
2975
$3.63M ﹤0.01%
35,559
-10,468
117 118
119
120 121