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
3501
$2.14M ﹤0.01%
131,610
+52,319
3502
$2.14M ﹤0.01%
31,084
-1,459
3503
$2.14M ﹤0.01%
61,338
-3,578
3504
$2.14M ﹤0.01%
216,816
-62,194
3505
$2.13M ﹤0.01%
126,246
+12,518
3506
$2.12M ﹤0.01%
273,415
-15
3507
$2.12M ﹤0.01%
47,565
-2,012
3508
$2.12M ﹤0.01%
51,855
+36,207
3509
$2.12M ﹤0.01%
17,957
+2,592
3510
$2.11M ﹤0.01%
28,132
-11,616
3511
$2.11M ﹤0.01%
75,703
-20,420
3512
$2.11M ﹤0.01%
123,855
-3,318
3513
$2.11M ﹤0.01%
32,318
-4,279
3514
$2.11M ﹤0.01%
598,528
-254,404
3515
$2.1M ﹤0.01%
211,725
-22,250
3516
$2.1M ﹤0.01%
218,862
-9,365
3517
$2.1M ﹤0.01%
79,476
-29,545
3518
$2.1M ﹤0.01%
111,656
-138,311
3519
$2.1M ﹤0.01%
255,949
+44,741
3520
$2.1M ﹤0.01%
79,884
-7,602
3521
$2.09M ﹤0.01%
18,605
-4,681
3522
$2.09M ﹤0.01%
135,958
-56,419
3523
$2.08M ﹤0.01%
138,297
-17,841
3524
$2.08M ﹤0.01%
116,552
+24,338
3525
$2.07M ﹤0.01%
20,085
-12,990
139 140
141
142 143