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
3176
$3.01M ﹤0.01%
198,085
-131
3177
$3.01M ﹤0.01%
64,366
-31,892
3178
$3.01M ﹤0.01%
76,373
-5,980
3179
$3M ﹤0.01%
42,175
-3,304
3180
$3M ﹤0.01%
98,772
+88,765
3181
$3M ﹤0.01%
77,029
-38,297
3182
$3M ﹤0.01%
59,416
-38,863
3183
$3M ﹤0.01%
228,940
+43,776
3184
$3M ﹤0.01%
29,037
-111,724
3185
$3M ﹤0.01%
460,709
+244,582
3186
$3M ﹤0.01%
227,956
+4,858
3187
$2.99M ﹤0.01%
124,340
-14,910
3188
$2.99M ﹤0.01%
103,190
-3,021
3189
$2.99M ﹤0.01%
937,717
-98,226
3190
$2.98M ﹤0.01%
411,257
+170,235
3191
$2.98M ﹤0.01%
76,102
-31,888
3192
$2.98M ﹤0.01%
131,983
-51,102
3193
$2.97M ﹤0.01%
49,192
-4,439
3194
$2.97M ﹤0.01%
351,431
-37,399
3195
$2.96M ﹤0.01%
72,688
+32,123
3196
$2.96M ﹤0.01%
26,944
+3,242
3197
$2.96M ﹤0.01%
57,491
+11,232
3198
$2.96M ﹤0.01%
86,485
-20,380
3199
$2.96M ﹤0.01%
264,193
-38,926
3200
$2.96M ﹤0.01%
546,456
-138,367
126 127
128
129 130