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
3851
$1.39M ﹤0.01%
74,248
+37,870
3852
$1.39M ﹤0.01%
96,549
+93,060
3853
$1.39M ﹤0.01%
105,221
+54,640
3854
$1.39M ﹤0.01%
24,865
-6,259
3855
$1.39M ﹤0.01%
70,299
-374
3856
$1.38M ﹤0.01%
3,855
+144
3857
$1.38M ﹤0.01%
1,133,326
-1,023,492
3858
$1.38M ﹤0.01%
112,060
-41,547
3859
$1.38M ﹤0.01%
47,500
-495
3860
$1.38M ﹤0.01%
56,843
-8,204
3861
$1.38M ﹤0.01%
34,830
+15,375
3862
$1.37M ﹤0.01%
50,628
+591
3863
$1.37M ﹤0.01%
47,048
-17,806
3864
$1.36M ﹤0.01%
102,181
+8,334
3865
$1.36M ﹤0.01%
11,877
+2,856
3866
$1.36M ﹤0.01%
127,945
+3,853
3867
$1.35M ﹤0.01%
+80,848
3868
$1.35M ﹤0.01%
369,589
-37,700
3869
$1.35M ﹤0.01%
9,062
-8,119
3870
$1.35M ﹤0.01%
207,639
+20,448
3871
$1.35M ﹤0.01%
177,225
-10,087
3872
$1.35M ﹤0.01%
42,513
+616
3873
$1.35M ﹤0.01%
247,393
+106,620
3874
$1.35M ﹤0.01%
297,518
-1,861,643
3875
$1.35M ﹤0.01%
7,370
-46
153 154
155
156 157