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
3801
$1.48M ﹤0.01%
50,158
-49,236
3802
$1.48M ﹤0.01%
85,499
-5,532
3803
$1.48M ﹤0.01%
24,315
-14,280
3804
$1.48M ﹤0.01%
1,696
+135
3805
$1.47M ﹤0.01%
246,386
+16,451
3806
$1.47M ﹤0.01%
98,697
+11,078
3807
$1.47M ﹤0.01%
31,650
+138
3808
$1.47M ﹤0.01%
155,038
-912
3809
$1.47M ﹤0.01%
86,077
-11,675
3810
$1.47M ﹤0.01%
411,596
-933,616
3811
$1.46M ﹤0.01%
56,027
-59,066
3812
$1.46M ﹤0.01%
115,422
-15,534
3813
$1.46M ﹤0.01%
+15,000
3814
$1.46M ﹤0.01%
2,538
-574
3815
$1.46M ﹤0.01%
62,575
+4,208
3816
$1.46M ﹤0.01%
57,268
+2,926
3817
$1.46M ﹤0.01%
268,744
-135,123
3818
$1.46M ﹤0.01%
202,115
-2,445,438
3819
$1.46M ﹤0.01%
14,664
-10,192
3820
$1.46M ﹤0.01%
61,771
-3,521
3821
$1.45M ﹤0.01%
77,526
-18,326
3822
$1.44M ﹤0.01%
44,942
-438,004
3823
$1.44M ﹤0.01%
38,693
-1,317
3824
$1.44M ﹤0.01%
66,516
+992
3825
$1.43M ﹤0.01%
90,396
+39,623
151 152
153
154 155