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
4051
$1.06M ﹤0.01%
+5,417
4052
$1.06M ﹤0.01%
147,256
-37,803
4053
$1.05M ﹤0.01%
90,643
-8,474
4054
$1.05M ﹤0.01%
21,362
+2,616
4055
$1.05M ﹤0.01%
53,253
-1,758
4056
$1.05M ﹤0.01%
75,105
+66,388
4057
$1.05M ﹤0.01%
24,100
-4,222
4058
$1.04M ﹤0.01%
132,148
-271
4059
$1.04M ﹤0.01%
106,681
-15,302
4060
$1.04M ﹤0.01%
12,238
-18,303
4061
$1.04M ﹤0.01%
84,070
-57,715
4062
$1.03M ﹤0.01%
168,987
-252,088
4063
$1.03M ﹤0.01%
36,642
-2,613
4064
$1.03M ﹤0.01%
1,048,108
+119,078
4065
$1.03M ﹤0.01%
129,015
+38,149
4066
$1.03M ﹤0.01%
61,158
+51,826
4067
$1.03M ﹤0.01%
18,500
-51,570
4068
$1.03M ﹤0.01%
20,076
-2,237
4069
$1.03M ﹤0.01%
215,109
-174,769
4070
$1.03M ﹤0.01%
166,240
+55,741
4071
$1.03M ﹤0.01%
79,901
-9,488
4072
$1.02M ﹤0.01%
83,137
-3,240
4073
$1.02M ﹤0.01%
35,162
-28,978
4074
$1.02M ﹤0.01%
3,018
+924
4075
$1.02M ﹤0.01%
782,095
-130,122
161 162
163
164 165