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
3076
$3.3M ﹤0.01%
106,902
+913
3077
$3.3M ﹤0.01%
356,748
-975,079
3078
$3.29M ﹤0.01%
23,186
-428
3079
$3.29M ﹤0.01%
50,647
-30,819
3080
$3.29M ﹤0.01%
113,788
-59,700
3081
$3.28M ﹤0.01%
70,207
+12,266
3082
$3.28M ﹤0.01%
1,019,608
-309,955
3083
$3.28M ﹤0.01%
78,379
+26,126
3084
$3.28M ﹤0.01%
47,423
+546
3085
$3.27M ﹤0.01%
557,956
-152,636
3086
$3.27M ﹤0.01%
122,895
+33,967
3087
$3.27M ﹤0.01%
32,779
-14,348
3088
$3.26M ﹤0.01%
97,074
-21,217
3089
$3.26M ﹤0.01%
73,710
+2,368
3090
$3.25M ﹤0.01%
560,133
-78,845
3091
$3.25M ﹤0.01%
737,133
+708,065
3092
$3.25M ﹤0.01%
422,467
+2,392
3093
$3.25M ﹤0.01%
56,620
-21,822
3094
$3.25M ﹤0.01%
270,319
-150,427
3095
$3.24M ﹤0.01%
281,683
+1,102
3096
$3.24M ﹤0.01%
79,502
-37,784
3097
$3.24M ﹤0.01%
47,971
+9,004
3098
$3.24M ﹤0.01%
29,968
+1,163
3099
$3.23M ﹤0.01%
198,583
+80,495
3100
$3.22M ﹤0.01%
25,622
-15,786
122 123
124
125 126