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
576
$107M 0.02%
2,055,419
+98,800
577
$106M 0.02%
1,478,021
+98,484
578
$105M 0.02%
1,687,913
-248,650
579
$104M 0.02%
1,245,649
-1,180
580
$104M 0.02%
1,312,850
+22,966
581
$104M 0.02%
1,993,034
+424,556
582
$104M 0.02%
3,634,890
-208,002
583
$103M 0.02%
2,345,472
-15,767
584
$103M 0.02%
2,877,026
-148,661
585
$102M 0.02%
4,800,079
-4,156,185
586
$101M 0.02%
2,058,414
-105,294
587
$100M 0.02%
7,466,532
+2,669,074
588
$99.6M 0.02%
986,587
+179,293
589
$98.8M 0.02%
1,383,661
+219,082
590
$98.6M 0.02%
3,435,567
+696,379
591
$98.4M 0.02%
1,824,732
+41,299
592
$98M 0.02%
2,183,585
+525,733
593
$97.9M 0.02%
1,010,746
-32,035
594
$97.6M 0.02%
710,646
-180,430
595
$97.4M 0.02%
1,949,783
+225,467
596
$97M 0.02%
1,376,470
-119,893
597
$96.9M 0.02%
1,038,165
+1,393
598
$96.8M 0.02%
2,274,631
+518,092
599
$96.6M 0.02%
6,811,151
+4,218,450
600
$96.2M 0.02%
1,634,900
+298,308
22 23
24
25 26