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
3926
$1.25M ﹤0.01%
11,865
-8,987
3927
$1.25M ﹤0.01%
59,309
+23,275
3928
$1.25M ﹤0.01%
196,428
+143,492
3929
$1.25M ﹤0.01%
29,780
-22,430
3930
$1.25M ﹤0.01%
3,044,061
-16,722
3931
$1.25M ﹤0.01%
86,716
+3,020
3932
$1.24M ﹤0.01%
109,385
-8,033
3933
$1.24M ﹤0.01%
70,276
-3,128
3934
$1.24M ﹤0.01%
82,717
-17,274
3935
$1.24M ﹤0.01%
109,262
+17,643
3936
$1.23M ﹤0.01%
40,325
-73,553
3937
$1.23M ﹤0.01%
62,719
-3,025
3938
$1.23M ﹤0.01%
299,274
-48,876
3939
$1.23M ﹤0.01%
93,577
-2,141,902
3940
$1.23M ﹤0.01%
130,506
-22,864
3941
$1.23M ﹤0.01%
144,997
-43,285
3942
$1.23M ﹤0.01%
109,584
-42,808
3943
$1.22M ﹤0.01%
3,053
+132
3944
$1.22M ﹤0.01%
14,942
-1,674
3945
$1.22M ﹤0.01%
519,976
-101,083
3946
$1.22M ﹤0.01%
57,233
+38,431
3947
$1.22M ﹤0.01%
219,957
-12,567
3948
$1.21M ﹤0.01%
21,542
-13,747
3949
$1.21M ﹤0.01%
38,073
+16,101
3950
$1.21M ﹤0.01%
102,543
-2,808
156 157
158
159 160