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
3551
$2.02M ﹤0.01%
115,990
+61,653
3552
$2.01M ﹤0.01%
264,627
+68,514
3553
$2.01M ﹤0.01%
127,557
+108,480
3554
$2.01M ﹤0.01%
75,470
+16,972
3555
$2M ﹤0.01%
151,956
+49,704
3556
$2M ﹤0.01%
42,125
+1,495
3557
$2M ﹤0.01%
1,388,442
-627,739
3558
$2M ﹤0.01%
58,822
+38,753
3559
$2M ﹤0.01%
80,360
+10,498
3560
$1.99M ﹤0.01%
342,724
+173,320
3561
$1.99M ﹤0.01%
144,528
+2,456
3562
$1.99M ﹤0.01%
77,650
-110
3563
$1.99M ﹤0.01%
164,606
+49,200
3564
$1.98M ﹤0.01%
182,597
+53,329
3565
$1.98M ﹤0.01%
47,080
-8,975
3566
$1.98M ﹤0.01%
36,026
-13,788
3567
$1.98M ﹤0.01%
75,274
-3,110
3568
$1.98M ﹤0.01%
421,001
-1,711,133
3569
$1.97M ﹤0.01%
65,251
-9,504
3570
$1.97M ﹤0.01%
19,452
+3,037
3571
$1.97M ﹤0.01%
58,826
-14,272
3572
$1.97M ﹤0.01%
93,448
-3,493
3573
$1.97M ﹤0.01%
295,804
-11,596
3574
$1.97M ﹤0.01%
110,021
+21,888
3575
$1.96M ﹤0.01%
73,088
+3,899
141 142
143
144 145