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
3376
$2.46M ﹤0.01%
1,505
+1,026
3377
$2.45M ﹤0.01%
206,586
+6,142
3378
$2.45M ﹤0.01%
327,022
-492,400
3379
$2.45M ﹤0.01%
76,171
-3,420
3380
$2.45M ﹤0.01%
44,903
-12,661
3381
$2.45M ﹤0.01%
296,075
+38,759
3382
$2.44M ﹤0.01%
75,499
+8,072
3383
$2.44M ﹤0.01%
209,911
+26,396
3384
$2.44M ﹤0.01%
301,691
-294,719
3385
$2.44M ﹤0.01%
149,933
+57,761
3386
$2.44M ﹤0.01%
153,049
-32,472
3387
$2.43M ﹤0.01%
6,023
+178
3388
$2.43M ﹤0.01%
90,728
-23,241
3389
$2.43M ﹤0.01%
55,367
+931
3390
$2.42M ﹤0.01%
322,159
+163,162
3391
$2.42M ﹤0.01%
348,219
-35,064
3392
$2.41M ﹤0.01%
94,941
-3,876
3393
$2.41M ﹤0.01%
208,476
-19,500
3394
$2.41M ﹤0.01%
853,982
-314,637
3395
$2.41M ﹤0.01%
145,087
+62,300
3396
$2.4M ﹤0.01%
171,627
+103,184
3397
$2.4M ﹤0.01%
93,109
-9,120
3398
$2.4M ﹤0.01%
196,016
+70,169
3399
$2.39M ﹤0.01%
346,819
+220,954
3400
$2.39M ﹤0.01%
416,169
-156,785
134 135
136
137 138