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
3976
$1.16M ﹤0.01%
163,299
-18,744
3977
$1.16M ﹤0.01%
236,784
+2,108
3978
$1.16M ﹤0.01%
44,906
-274
3979
$1.16M ﹤0.01%
220,222
-2,259
3980
$1.16M ﹤0.01%
72,383
+341
3981
$1.16M ﹤0.01%
39,399
-1,023
3982
$1.15M ﹤0.01%
15,056
-2,683
3983
$1.15M ﹤0.01%
33,799
-8,637
3984
$1.15M ﹤0.01%
70,262
-3,427
3985
$1.14M ﹤0.01%
29,841
+1,125
3986
$1.14M ﹤0.01%
3,231,560
-4,050,221
3987
$1.14M ﹤0.01%
40,071
+9,349
3988
$1.14M ﹤0.01%
71,086
+38,014
3989
$1.14M ﹤0.01%
103,627
+3,098
3990
$1.14M ﹤0.01%
124,448
+1,874
3991
$1.13M ﹤0.01%
81,707
+53,033
3992
$1.13M ﹤0.01%
19,205
-1,361
3993
$1.13M ﹤0.01%
+21,069
3994
$1.13M ﹤0.01%
44,415
+6,663
3995
$1.12M ﹤0.01%
132,133
-54,094
3996
$1.12M ﹤0.01%
118,393
-422,971
3997
$1.12M ﹤0.01%
13,371
-94,494
3998
$1.12M ﹤0.01%
113,813
+57,067
3999
$1.12M ﹤0.01%
174,159
+7,336
4000
$1.12M ﹤0.01%
89,552
+87,702
158 159
160
161 162