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
3251
$2.8M ﹤0.01%
84,262
-156,812
3252
$2.8M ﹤0.01%
43,299
-20,630
3253
$2.8M ﹤0.01%
1,036
+287
3254
$2.79M ﹤0.01%
150,118
-167,189
3255
$2.79M ﹤0.01%
234,519
+5,092
3256
$2.79M ﹤0.01%
1,032,563
-2,617,426
3257
$2.79M ﹤0.01%
86,344
+30,827
3258
$2.79M ﹤0.01%
376,861
+330,948
3259
$2.78M ﹤0.01%
187,884
+96,089
3260
$2.78M ﹤0.01%
294,507
-393,788
3261
$2.78M ﹤0.01%
249,869
+115,283
3262
$2.78M ﹤0.01%
48,222
+678
3263
$2.78M ﹤0.01%
38,066
-6,561
3264
$2.78M ﹤0.01%
105,783
-24,026
3265
$2.77M ﹤0.01%
45,504
-2,493
3266
$2.77M ﹤0.01%
133,042
-30,371
3267
$2.77M ﹤0.01%
643,112
+309,170
3268
$2.77M ﹤0.01%
534,815
+46,815
3269
$2.77M ﹤0.01%
116,677
+13,156
3270
$2.77M ﹤0.01%
255,928
+365
3271
$2.76M ﹤0.01%
4,877
-166
3272
$2.76M ﹤0.01%
273,431
+13,160
3273
$2.76M ﹤0.01%
304,659
-15,357
3274
$2.76M ﹤0.01%
285,550
+79,722
3275
$2.76M ﹤0.01%
143,398
-5,322
129 130
131
132 133