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
3676
$1.74M ﹤0.01%
72,667
-2,769
3677
$1.74M ﹤0.01%
103,111
-12,082
3678
$1.73M ﹤0.01%
139,174
-230,236
3679
$1.73M ﹤0.01%
8,054
+3,291
3680
$1.73M ﹤0.01%
47,973
-34,858
3681
$1.73M ﹤0.01%
483,790
-354,395
3682
$1.72M ﹤0.01%
73,695
+11,620
3683
$1.72M ﹤0.01%
1,387,251
-95,982
3684
$1.72M ﹤0.01%
31,403
-68,285
3685
$1.72M ﹤0.01%
2,127,488
-1,292,747
3686
$1.71M ﹤0.01%
137,438
-14,731
3687
$1.71M ﹤0.01%
124,940
+37,219
3688
$1.71M ﹤0.01%
41,586
-27,247
3689
$1.71M ﹤0.01%
65,016
+50,152
3690
$1.7M ﹤0.01%
22,033
-8,517
3691
$1.7M ﹤0.01%
408,709
+87,212
3692
$1.7M ﹤0.01%
56,025
-17,810
3693
$1.69M ﹤0.01%
26,608
+7,404
3694
$1.69M ﹤0.01%
108,304
-144,063
3695
$1.69M ﹤0.01%
76,422
+17,520
3696
$1.69M ﹤0.01%
30,121
-1,825
3697
$1.68M ﹤0.01%
42,583
+34,280
3698
$1.68M ﹤0.01%
10,723
-4,121
3699
$1.68M ﹤0.01%
203,444
+70,306
3700
$1.68M ﹤0.01%
141,085
-11,304
146 147
148
149 150