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
3101
$3.22M ﹤0.01%
229,459
+6,726
3102
$3.22M ﹤0.01%
52,028
-108,153
3103
$3.21M ﹤0.01%
389,470
-153,357
3104
$3.2M ﹤0.01%
116,248
-35,811
3105
$3.2M ﹤0.01%
382,590
+48,398
3106
$3.19M ﹤0.01%
347,198
-4,285
3107
$3.19M ﹤0.01%
83,880
+18,889
3108
$3.19M ﹤0.01%
63,685
+23,768
3109
$3.19M ﹤0.01%
83,950
+48,984
3110
$3.19M ﹤0.01%
566,846
+2,553
3111
$3.18M ﹤0.01%
41,923
-16,313
3112
$3.18M ﹤0.01%
243,414
+4,507
3113
$3.18M ﹤0.01%
625,681
+121,709
3114
$3.17M ﹤0.01%
335,848
-64,099
3115
$3.17M ﹤0.01%
87,523
-36,066
3116
$3.17M ﹤0.01%
204,150
-29,661
3117
$3.17M ﹤0.01%
748,088
+283,506
3118
$3.16M ﹤0.01%
32,026
+7,145
3119
$3.16M ﹤0.01%
81,149
-53,488
3120
$3.16M ﹤0.01%
1,310,875
+480,357
3121
$3.15M ﹤0.01%
36,327
-58,381
3122
$3.15M ﹤0.01%
503,060
+341,350
3123
$3.15M ﹤0.01%
181,752
-12,940,379
3124
$3.15M ﹤0.01%
129,005
+95,701
3125
$3.15M ﹤0.01%
102,170
-205,480
123 124
125
126 127