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
3226
$2.87M ﹤0.01%
50,807
+1,310
3227
$2.86M ﹤0.01%
98,459
-11,873
3228
$2.86M ﹤0.01%
285,985
+53,962
3229
$2.85M ﹤0.01%
189,888
-173,456
3230
$2.85M ﹤0.01%
53,586
-21,618
3231
$2.85M ﹤0.01%
15,908
+5,686
3232
$2.85M ﹤0.01%
50,109
+4,590
3233
$2.85M ﹤0.01%
134,074
+235
3234
$2.84M ﹤0.01%
84,242
-256,263
3235
$2.84M ﹤0.01%
36,619
-23,458
3236
$2.83M ﹤0.01%
46,785
-21,612
3237
$2.83M ﹤0.01%
311,364
+198,861
3238
$2.83M ﹤0.01%
140,838
-241,681
3239
$2.83M ﹤0.01%
58,405
+30,024
3240
$2.82M ﹤0.01%
2,918,752
-508,730
3241
$2.82M ﹤0.01%
1,676,004
+691,008
3242
$2.81M ﹤0.01%
612,065
-68,145
3243
$2.81M ﹤0.01%
100,364
-4,729
3244
$2.81M ﹤0.01%
133,092
+11,265
3245
$2.81M ﹤0.01%
579,541
+372,990
3246
$2.81M ﹤0.01%
265,094
+39,901
3247
$2.8M ﹤0.01%
179,983
+69,464
3248
$2.8M ﹤0.01%
323,000
+72,704
3249
$2.8M ﹤0.01%
37,472
-8,308
3250
$2.8M ﹤0.01%
216,924
-16,135
128 129
130
131 132