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
3826
$1.43M ﹤0.01%
60,986
-9,551
3827
$1.43M ﹤0.01%
444,604
+36,871
3828
$1.43M ﹤0.01%
33,356
-118,906
3829
$1.43M ﹤0.01%
47,271
-43,894
3830
$1.43M ﹤0.01%
156,809
-3,797
3831
$1.43M ﹤0.01%
824,647
-5,558,660
3832
$1.42M ﹤0.01%
178,623
+7,465
3833
$1.42M ﹤0.01%
86,830
+4,422
3834
$1.42M ﹤0.01%
262,144
+243,746
3835
$1.42M ﹤0.01%
37,497
-5,040
3836
$1.42M ﹤0.01%
90,563
-11,742
3837
$1.42M ﹤0.01%
91,351
-9,472
3838
$1.41M ﹤0.01%
23,580
-17,266
3839
$1.41M ﹤0.01%
26,687
-93,707
3840
$1.41M ﹤0.01%
114,240
-7,929
3841
$1.41M ﹤0.01%
44,922
-2,045
3842
$1.41M ﹤0.01%
19,079
+7,486
3843
$1.41M ﹤0.01%
168,043
-21,715
3844
$1.41M ﹤0.01%
139,397
+93,198
3845
$1.4M ﹤0.01%
40,809
+12,350
3846
$1.4M ﹤0.01%
110,917
-224,568
3847
$1.4M ﹤0.01%
65,403
-39,863
3848
$1.4M ﹤0.01%
35,941
-3,453
3849
$1.4M ﹤0.01%
63,718
+3,147
3850
$1.4M ﹤0.01%
56,553
-5,533
152 153
154
155 156