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
3426
$2.33M ﹤0.01%
392,645
+375,094
3427
$2.33M ﹤0.01%
108,107
-223,443
3428
$2.33M ﹤0.01%
291,155
+26,094
3429
$2.33M ﹤0.01%
166,808
-16,556
3430
$2.32M ﹤0.01%
207,407
-8,428
3431
$2.32M ﹤0.01%
102,141
-8,602
3432
$2.32M ﹤0.01%
57,811
+4,055
3433
$2.32M ﹤0.01%
173,582
-7,819
3434
$2.32M ﹤0.01%
108,139
-18,717
3435
$2.32M ﹤0.01%
82,578
+58,944
3436
$2.32M ﹤0.01%
215,677
+4,755
3437
$2.32M ﹤0.01%
41,550
-63,152
3438
$2.32M ﹤0.01%
92,969
-56,931
3439
$2.31M ﹤0.01%
41,129
-15,684
3440
$2.31M ﹤0.01%
378,715
+231,349
3441
$2.31M ﹤0.01%
19,908
-5,414
3442
$2.31M ﹤0.01%
570,586
+26,866
3443
$2.31M ﹤0.01%
9,611
+5,893
3444
$2.31M ﹤0.01%
1,332,878
+385,456
3445
$2.3M ﹤0.01%
337,860
-877,753
3446
$2.29M ﹤0.01%
32,364
-10,507
3447
$2.29M ﹤0.01%
186,158
-105,518
3448
$2.28M ﹤0.01%
56,061
-9,977
3449
$2.28M ﹤0.01%
162,425
+72,371
3450
$2.28M ﹤0.01%
234,633
-140,008
136 137
138
139 140