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
3901
$1.29M ﹤0.01%
34,838
-14,901
3902
$1.29M ﹤0.01%
208,717
+185,070
3903
$1.29M ﹤0.01%
748,162
+25,176
3904
$1.29M ﹤0.01%
11,433
-6,417
3905
$1.29M ﹤0.01%
48,789
+7,097
3906
$1.29M ﹤0.01%
79,899
+52,000
3907
$1.29M ﹤0.01%
61,931
+19,629
3908
$1.28M ﹤0.01%
125,334
-16,799
3909
$1.28M ﹤0.01%
103,684
-4,118
3910
$1.28M ﹤0.01%
33,829
-30,449
3911
$1.28M ﹤0.01%
50,234
+4,482
3912
$1.28M ﹤0.01%
191,740
+118,927
3913
$1.27M ﹤0.01%
62,576
-93,623
3914
$1.27M ﹤0.01%
79,399
+3,465
3915
$1.27M ﹤0.01%
32,874
+2,205
3916
$1.26M ﹤0.01%
68,872
-312
3917
$1.26M ﹤0.01%
145,576
+4,043
3918
$1.26M ﹤0.01%
93,131
-14,516
3919
$1.26M ﹤0.01%
19,208
+5,080
3920
$1.26M ﹤0.01%
11,093
+10,324
3921
$1.26M ﹤0.01%
23,052
-5,778
3922
$1.26M ﹤0.01%
46,935
-2,815
3923
$1.26M ﹤0.01%
172,251
+168,471
3924
$1.25M ﹤0.01%
35,391
+2,451
3925
$1.25M ﹤0.01%
70,712
+52,728
155 156
157
158 159