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
3751
$1.59M ﹤0.01%
108,281
-12,097
3752
$1.59M ﹤0.01%
120,816
-32,754
3753
$1.59M ﹤0.01%
18,694
-1,514
3754
$1.58M ﹤0.01%
46,530
+28,205
3755
$1.58M ﹤0.01%
131,208
+86,602
3756
$1.58M ﹤0.01%
+145,065
3757
$1.58M ﹤0.01%
529
+227
3758
$1.58M ﹤0.01%
277,054
-143,087
3759
$1.57M ﹤0.01%
132,776
+67,141
3760
$1.57M ﹤0.01%
105,004
+6,593
3761
$1.57M ﹤0.01%
25,549
-1,557
3762
$1.57M ﹤0.01%
77,034
-125,715
3763
$1.57M ﹤0.01%
242,287
-4,551
3764
$1.57M ﹤0.01%
+78,187
3765
$1.57M ﹤0.01%
72,944
+1,967
3766
$1.57M ﹤0.01%
28,850
+27,837
3767
$1.56M ﹤0.01%
42,047
-2,755
3768
$1.56M ﹤0.01%
88,411
-451,223
3769
$1.56M ﹤0.01%
343,422
+2,069
3770
$1.56M ﹤0.01%
124,712
+31,219
3771
$1.56M ﹤0.01%
1,051,627
-28,758
3772
$1.55M ﹤0.01%
358,869
+170,713
3773
$1.55M ﹤0.01%
567,478
-561,043
3774
$1.54M ﹤0.01%
58,364
+563
3775
$1.54M ﹤0.01%
312,840
+836
149 150
151
152 153