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
3651
$1.78M ﹤0.01%
78,529
+60,655
3652
$1.78M ﹤0.01%
77,896
+36,648
3653
$1.78M ﹤0.01%
42,214
-2,184
3654
$1.78M ﹤0.01%
427,779
-16,162
3655
$1.78M ﹤0.01%
85,446
+80,992
3656
$1.78M ﹤0.01%
34,339
-204,668
3657
$1.78M ﹤0.01%
256,427
-26,053
3658
$1.78M ﹤0.01%
40,208
-52,182
3659
$1.77M ﹤0.01%
191,408
-23,302
3660
$1.77M ﹤0.01%
115,121
-3,733
3661
$1.77M ﹤0.01%
379,482
-11,560
3662
$1.77M ﹤0.01%
13,716
+5,390
3663
$1.77M ﹤0.01%
126,096
-3,498
3664
$1.77M ﹤0.01%
229,651
+31,959
3665
$1.77M ﹤0.01%
4,571
+4,551
3666
$1.76M ﹤0.01%
133,937
+25,297
3667
$1.76M ﹤0.01%
217,397
-13,386
3668
$1.75M ﹤0.01%
56,205
-366
3669
$1.75M ﹤0.01%
117,086
+19,475
3670
$1.75M ﹤0.01%
47,600
+3,442
3671
$1.75M ﹤0.01%
131,435
-398,314
3672
$1.74M ﹤0.01%
28,273
-151,246
3673
$1.74M ﹤0.01%
291,180
+113,303
3674
$1.74M ﹤0.01%
253,433
+75,170
3675
$1.74M ﹤0.01%
642,309
-88,798
145 146
147
148 149