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
3876
$1.34M ﹤0.01%
182,659
-60,449
3877
$1.34M ﹤0.01%
152,489
+116,310
3878
$1.34M ﹤0.01%
596,372
-1,125
3879
$1.34M ﹤0.01%
105,416
-11,604
3880
$1.34M ﹤0.01%
26,751
-2,114
3881
$1.33M ﹤0.01%
86,066
-21,564
3882
$1.33M ﹤0.01%
76,387
+292
3883
$1.33M ﹤0.01%
40,381
-65,578
3884
$1.33M ﹤0.01%
45,104
-504,663
3885
$1.33M ﹤0.01%
161,721
+30,297
3886
$1.32M ﹤0.01%
24,484
-20,365
3887
$1.32M ﹤0.01%
101,715
+7,338
3888
$1.32M ﹤0.01%
117,408
-30,820
3889
$1.32M ﹤0.01%
134,156
+27,998
3890
$1.31M ﹤0.01%
70,011
+19,553
3891
$1.31M ﹤0.01%
62,839
-18,957
3892
$1.31M ﹤0.01%
9,684
+6,057
3893
$1.31M ﹤0.01%
235,309
-20,934
3894
$1.31M ﹤0.01%
65,999
-5,676
3895
$1.31M ﹤0.01%
173,425
+31,465
3896
$1.31M ﹤0.01%
11,057
+9,891
3897
$1.3M ﹤0.01%
28,837
+4,829
3898
$1.3M ﹤0.01%
33,972
-28,184
3899
$1.3M ﹤0.01%
307,834
-83,677
3900
$1.3M ﹤0.01%
62,323
-42,396
154 155
156
157 158