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
426
$175M 0.03%
930,258
-187,603
427
$175M 0.03%
4,800,825
+2,015,356
428
$174M 0.03%
7,726,902
+2,610,330
429
$174M 0.03%
4,851,176
+686,514
430
$174M 0.03%
1,022,360
+101,690
431
$173M 0.03%
14,053,852
+783,163
432
$172M 0.03%
11,651,405
+1,148,101
433
$172M 0.03%
2,781,750
-318,531
434
$170M 0.03%
2,113,545
-77,584
435
$170M 0.03%
1,569,211
+378,810
436
$169M 0.03%
519,306
-73,650
437
$169M 0.03%
2,985,296
+1,503,202
438
$169M 0.03%
2,778,890
+223,249
439
$168M 0.03%
801,173
-52,050
440
$168M 0.03%
5,676,371
-625,066
441
$165M 0.03%
3,668,593
-465,963
442
$163M 0.03%
3,316,152
+194,167
443
$163M 0.03%
3,546,638
-161,295
444
$163M 0.03%
1,684,371
-13,979
445
$162M 0.03%
4,293,942
+61,306
446
$161M 0.03%
760,675
+92,858
447
$160M 0.03%
1,693,351
-72,357
448
$159M 0.03%
1,313,695
-97,314
449
$159M 0.03%
209,049
+45,802
450
$159M 0.03%
1,009,641
-78,915
16 17
18
19 20