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
3476
$2.21M ﹤0.01%
87,895
+79,008
3477
$2.2M ﹤0.01%
193,882
-134,146
3478
$2.2M ﹤0.01%
75,586
+1,810
3479
$2.19M ﹤0.01%
84,042
+1,567
3480
$2.19M ﹤0.01%
169,840
-4,030
3481
$2.19M ﹤0.01%
80,433
-9,095
3482
$2.19M ﹤0.01%
140,090
+5,460
3483
$2.19M ﹤0.01%
307,564
-50,704
3484
$2.18M ﹤0.01%
83,019
+1,339
3485
$2.18M ﹤0.01%
139,395
-18,651
3486
$2.18M ﹤0.01%
177,687
+5,952
3487
$2.18M ﹤0.01%
123,013
-189,666
3488
$2.17M ﹤0.01%
5,351,951
+654,135
3489
$2.17M ﹤0.01%
339,624
+5,337
3490
$2.17M ﹤0.01%
134,473
+49,992
3491
$2.17M ﹤0.01%
31,367
+23,536
3492
$2.16M ﹤0.01%
96,632
-29,534
3493
$2.16M ﹤0.01%
76,170
-13,078
3494
$2.16M ﹤0.01%
203,467
-157,639
3495
$2.16M ﹤0.01%
117,375
-159
3496
$2.16M ﹤0.01%
179,633
-2,314
3497
$2.16M ﹤0.01%
59,558
+10,597
3498
$2.15M ﹤0.01%
78,654
+8,193
3499
$2.15M ﹤0.01%
58,956
+8,162
3500
$2.14M ﹤0.01%
147,455
+29,112
138 139
140
141 142