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
3726
$1.63M ﹤0.01%
3,389
-144
3727
$1.63M ﹤0.01%
174,066
-2,172,237
3728
$1.63M ﹤0.01%
47,835
-964
3729
$1.63M ﹤0.01%
16,279
+652
3730
$1.62M ﹤0.01%
17,299
+8,434
3731
$1.62M ﹤0.01%
142,859
+4,075
3732
$1.62M ﹤0.01%
140,352
+97,354
3733
$1.62M ﹤0.01%
87,004
+5,828
3734
$1.61M ﹤0.01%
93,014
-18,947
3735
$1.61M ﹤0.01%
137,767
-10,679
3736
$1.6M ﹤0.01%
52,487
-103,157
3737
$1.6M ﹤0.01%
+24,057
3738
$1.6M ﹤0.01%
177,256
+81,232
3739
$1.6M ﹤0.01%
122,879
+114,086
3740
$1.6M ﹤0.01%
384,648
-21,806
3741
$1.6M ﹤0.01%
76,389
-8,322
3742
$1.6M ﹤0.01%
23,414
+15,093
3743
$1.6M ﹤0.01%
28,894
-347
3744
$1.6M ﹤0.01%
642,014
+639,003
3745
$1.6M ﹤0.01%
114,837
+3,745
3746
$1.6M ﹤0.01%
391,069
-1,059,523
3747
$1.59M ﹤0.01%
29,298
+933
3748
$1.59M ﹤0.01%
51,960
+938
3749
$1.59M ﹤0.01%
+138,479
3750
$1.59M ﹤0.01%
449,118
+14,001
148 149
150
151 152