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
3351
$2.55M ﹤0.01%
190,336
-5,369
3352
$2.55M ﹤0.01%
93,713
+12,976
3353
$2.53M ﹤0.01%
42,766
+9,525
3354
$2.52M ﹤0.01%
102,219
-176,537
3355
$2.52M ﹤0.01%
332,968
-83,210
3356
$2.52M ﹤0.01%
68,583
+5,937
3357
$2.52M ﹤0.01%
123,776
-211,043
3358
$2.52M ﹤0.01%
251,769
+115,918
3359
$2.52M ﹤0.01%
202,284
-1,086
3360
$2.52M ﹤0.01%
69,567
+47,967
3361
$2.51M ﹤0.01%
461,431
+230,900
3362
$2.5M ﹤0.01%
45,906
-1,632
3363
$2.5M ﹤0.01%
19,782
-9,520
3364
$2.5M ﹤0.01%
108,438
+18,817
3365
$2.5M ﹤0.01%
58,341
-47,606
3366
$2.49M ﹤0.01%
232,194
+27,017
3367
$2.48M ﹤0.01%
203,202
-4,212
3368
$2.48M ﹤0.01%
174,755
-10,059
3369
$2.47M ﹤0.01%
24,455
+7,525
3370
$2.47M ﹤0.01%
25,274
+1,600
3371
$2.47M ﹤0.01%
198,786
-180,065
3372
$2.46M ﹤0.01%
181,057
+15,163
3373
$2.46M ﹤0.01%
122,681
+7,940
3374
$2.46M ﹤0.01%
189,634
+9,208
3375
$2.46M ﹤0.01%
620,447
+135,460
133 134
135
136 137