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
3151
$3.08M ﹤0.01%
148,185
-127,038
3152
$3.08M ﹤0.01%
765,037
-85,653
3153
$3.08M ﹤0.01%
94,211
+1,514
3154
$3.08M ﹤0.01%
229,223
+15,180
3155
$3.08M ﹤0.01%
56,173
+3,514
3156
$3.07M ﹤0.01%
48,025
+39,708
3157
$3.07M ﹤0.01%
297,231
+20,350
3158
$3.07M ﹤0.01%
200,406
+162,930
3159
$3.06M ﹤0.01%
881,785
-361,868
3160
$3.06M ﹤0.01%
182,002
+106,774
3161
$3.05M ﹤0.01%
117,114
+44,761
3162
$3.05M ﹤0.01%
51,621
-37,425
3163
$3.05M ﹤0.01%
58,582
-24,770
3164
$3.03M ﹤0.01%
185,823
-9,722
3165
$3.03M ﹤0.01%
178,578
-8,327
3166
$3.03M ﹤0.01%
58,778
+1,734
3167
$3.03M ﹤0.01%
236,518
+17,944
3168
$3.02M ﹤0.01%
149,327
+139,959
3169
$3.02M ﹤0.01%
48,207
-93,526
3170
$3.02M ﹤0.01%
211,025
-445,393
3171
$3.02M ﹤0.01%
203,495
-23,828
3172
$3.02M ﹤0.01%
61,255
+38,674
3173
$3.02M ﹤0.01%
1,300,115
+32,376
3174
$3.02M ﹤0.01%
219,870
+11,754
3175
$3.01M ﹤0.01%
1,201,256
+986,634
125 126
127
128 129