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
3601
$1.88M ﹤0.01%
171,936
+1,029
3602
$1.87M ﹤0.01%
767,466
+43,308
3603
$1.87M ﹤0.01%
71,491
-402,106
3604
$1.87M ﹤0.01%
116,645
-10,095
3605
$1.87M ﹤0.01%
114,425
-47,805
3606
$1.87M ﹤0.01%
119,489
+3,501
3607
$1.87M ﹤0.01%
44,384
-2,731
3608
$1.87M ﹤0.01%
76,053
-207,025
3609
$1.86M ﹤0.01%
49,093
-9,562
3610
$1.86M ﹤0.01%
81,100
-6,644
3611
$1.86M ﹤0.01%
27,162
+581
3612
$1.86M ﹤0.01%
97,598
-15,652
3613
$1.85M ﹤0.01%
113,511
-18,440
3614
$1.85M ﹤0.01%
107,068
-253,117
3615
$1.85M ﹤0.01%
19,881
-20,150
3616
$1.85M ﹤0.01%
242,331
-34,520
3617
$1.85M ﹤0.01%
111,988
+22,672
3618
$1.85M ﹤0.01%
118,898
-1,654
3619
$1.84M ﹤0.01%
230,828
+127,517
3620
$1.84M ﹤0.01%
11,152
+2,027
3621
$1.84M ﹤0.01%
24,793
-98,584
3622
$1.84M ﹤0.01%
135,350
+91,084
3623
$1.84M ﹤0.01%
124,824
+30,329
3624
$1.84M ﹤0.01%
28,896
+4,054
3625
$1.84M ﹤0.01%
29,217
-637
143 144
145
146 147