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
3326
$2.62M ﹤0.01%
397,030
+9,011
3327
$2.62M ﹤0.01%
298,647
-117,818
3328
$2.62M ﹤0.01%
150,431
+20
3329
$2.61M ﹤0.01%
122,593
-75,481
3330
$2.61M ﹤0.01%
108,396
-17,457
3331
$2.61M ﹤0.01%
613,062
+238,838
3332
$2.61M ﹤0.01%
162,161
+916
3333
$2.61M ﹤0.01%
124,531
-25,712
3334
$2.61M ﹤0.01%
41,595
-10,593
3335
$2.6M ﹤0.01%
114,656
+82,302
3336
$2.6M ﹤0.01%
+55,056
3337
$2.6M ﹤0.01%
+52,500
3338
$2.6M ﹤0.01%
26,532
-46,719
3339
$2.6M ﹤0.01%
70,908
-8,236
3340
$2.58M ﹤0.01%
+63,766
3341
$2.58M ﹤0.01%
294,511
-43,211
3342
$2.58M ﹤0.01%
218,376
-546,050
3343
$2.58M ﹤0.01%
162,898
+23,284
3344
$2.58M ﹤0.01%
32,064
-74,526
3345
$2.57M ﹤0.01%
386,944
+372,930
3346
$2.57M ﹤0.01%
62,931
+19,475
3347
$2.57M ﹤0.01%
146,617
-14,517
3348
$2.56M ﹤0.01%
125,648
+23,359
3349
$2.56M ﹤0.01%
240,244
+31,214
3350
$2.56M ﹤0.01%
638,058
+171,900
132 133
134
135 136