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
3401
$2.39M ﹤0.01%
123,340
-46,962
3402
$2.39M ﹤0.01%
173,014
-7,955
3403
$2.38M ﹤0.01%
78,411
+1,926
3404
$2.38M ﹤0.01%
671,101
-129,406
3405
$2.38M ﹤0.01%
76,381
+25,268
3406
$2.38M ﹤0.01%
85,366
+53,765
3407
$2.38M ﹤0.01%
257,830
+67,694
3408
$2.38M ﹤0.01%
57,432
+1,563
3409
$2.38M ﹤0.01%
113,304
-22,876
3410
$2.38M ﹤0.01%
38,246
+9,265
3411
$2.38M ﹤0.01%
94,048
+10,481
3412
$2.38M ﹤0.01%
118,385
-14,312
3413
$2.37M ﹤0.01%
57,724
+28,678
3414
$2.37M ﹤0.01%
123,987
-43,443
3415
$2.37M ﹤0.01%
324,302
-495
3416
$2.37M ﹤0.01%
234,163
+19,864
3417
$2.36M ﹤0.01%
52,893
-9,712
3418
$2.36M ﹤0.01%
179,760
-13,974
3419
$2.36M ﹤0.01%
295,278
+257,361
3420
$2.35M ﹤0.01%
182,731
-46,081
3421
$2.35M ﹤0.01%
232,731
-18,037
3422
$2.35M ﹤0.01%
228,239
+207,840
3423
$2.35M ﹤0.01%
670,595
-1,428,792
3424
$2.34M ﹤0.01%
192,109
+410
3425
$2.33M ﹤0.01%
179,640
-283,330
135 136
137
138 139