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
3576
$1.95M ﹤0.01%
157,369
-9,436
3577
$1.95M ﹤0.01%
388,986
-167,817
3578
$1.95M ﹤0.01%
62,515
-5,412
3579
$1.94M ﹤0.01%
299,507
-57,411
3580
$1.94M ﹤0.01%
15,826
+711
3581
$1.93M ﹤0.01%
313,133
-175,146
3582
$1.92M ﹤0.01%
89,959
-4,899
3583
$1.92M ﹤0.01%
74,479
+600
3584
$1.92M ﹤0.01%
182,385
+112,380
3585
$1.92M ﹤0.01%
15,972
-2,764
3586
$1.91M ﹤0.01%
124,554
-6,916
3587
$1.91M ﹤0.01%
116,347
+7,672
3588
$1.91M ﹤0.01%
135,668
+1,626
3589
$1.91M ﹤0.01%
86,556
-129,951
3590
$1.91M ﹤0.01%
12,801
+1,810
3591
$1.91M ﹤0.01%
15,711
-55,350
3592
$1.9M ﹤0.01%
64,541
-7,048
3593
$1.9M ﹤0.01%
108,609
+2,547
3594
$1.9M ﹤0.01%
487
+446
3595
$1.9M ﹤0.01%
90,607
+2,546
3596
$1.9M ﹤0.01%
46,133
-15,478
3597
$1.89M ﹤0.01%
391,689
+31,685
3598
$1.89M ﹤0.01%
69,598
-15,483
3599
$1.88M ﹤0.01%
17,297
+3,891
3600
$1.88M ﹤0.01%
156,766
-38,127
142 143
144
145 146