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
401
$192M 0.04%
1,495,273
+172,869
402
$191M 0.04%
2,104,446
+31,339
403
$191M 0.04%
2,527,437
+748,715
404
$190M 0.04%
3,722,065
+1,147,077
405
$189M 0.04%
7,300,566
-630,414
406
$188M 0.04%
6,054,717
-119,516
407
$187M 0.04%
507,385
+332,369
408
$186M 0.04%
3,970,148
-198,210
409
$186M 0.04%
+3,031,695
410
$185M 0.04%
2,057,972
+148,234
411
$183M 0.04%
3,373,059
+148,470
412
$183M 0.04%
4,220,580
-1,084,359
413
$182M 0.04%
3,620,143
-463,153
414
$181M 0.04%
2,440,573
+1,871,758
415
$180M 0.03%
1,942,686
+102,659
416
$180M 0.03%
819,767
+431,150
417
$179M 0.03%
5,651,063
+483,495
418
$179M 0.03%
4,007,961
-466,051
419
$179M 0.03%
1,147,174
-44,907
420
$179M 0.03%
3,520,236
+79,604
421
$178M 0.03%
4,704,274
-65,025
422
$178M 0.03%
4,663,843
+295,689
423
$178M 0.03%
1,721,589
-274,377
424
$177M 0.03%
1,446,148
+788,239
425
$176M 0.03%
1,503,313
-66,086
15 16
17
18 19