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
3276
$2.76M ﹤0.01%
44,145
+3,268
3277
$2.75M ﹤0.01%
112,603
+9,732
3278
$2.75M ﹤0.01%
98,690
+10,764
3279
$2.74M ﹤0.01%
258,872
+258,705
3280
$2.74M ﹤0.01%
302,144
-8,732
3281
$2.74M ﹤0.01%
53,280
-262,236
3282
$2.74M ﹤0.01%
40,635
-48,283
3283
$2.74M ﹤0.01%
223,990
-43,801
3284
$2.73M ﹤0.01%
1,204,600
+438,077
3285
$2.73M ﹤0.01%
302,875
-6,493
3286
$2.73M ﹤0.01%
201,455
+21,756
3287
$2.72M ﹤0.01%
240,005
-135,858
3288
$2.72M ﹤0.01%
48,732
+4,090
3289
$2.72M ﹤0.01%
106,442
-8,627
3290
$2.72M ﹤0.01%
96,638
-107,056
3291
$2.72M ﹤0.01%
31,269
+687
3292
$2.71M ﹤0.01%
234,748
-301,066
3293
$2.71M ﹤0.01%
56,780
+1,836
3294
$2.7M ﹤0.01%
26,741
+18,255
3295
$2.7M ﹤0.01%
65,903
-836,921
3296
$2.7M ﹤0.01%
140,884
+10,178
3297
$2.7M ﹤0.01%
536,527
-24,636
3298
$2.69M ﹤0.01%
74,837
+12,640
3299
$2.69M ﹤0.01%
27,807
-2,672
3300
$2.69M ﹤0.01%
170,956
-312,636
130 131
132
133 134