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
676
$82M 0.02%
2,391,015
-1,967,256
677
$81.7M 0.02%
548,813
+136,943
678
$81.4M 0.02%
907,146
+388,355
679
$81.4M 0.02%
363,277
-342,377
680
$81.2M 0.02%
829,485
+414,608
681
$81M 0.02%
2,348,452
+304,471
682
$80.9M 0.02%
19,819
-32
683
$80.9M 0.02%
830,565
+51,588
684
$80.8M 0.02%
4,031,470
+126,132
685
$80.6M 0.02%
744,402
+207,472
686
$80.4M 0.02%
2,370,166
+253,932
687
$80.1M 0.02%
1,927,219
+270,357
688
$80M 0.02%
854,185
+58,091
689
$79.9M 0.02%
3,675,882
+364,362
690
$79.9M 0.02%
2,852,841
-1,100,674
691
$79.7M 0.02%
1,547,232
-255,096
692
$79.3M 0.02%
49,771
+361
693
$79.2M 0.02%
3,014,400
+1,193,128
694
$79.1M 0.02%
2,424,608
+354,283
695
$79M 0.02%
483,701
-12,391
696
$78.1M 0.02%
4,436,327
+287,791
697
$77.8M 0.02%
1,712,400
-53,565
698
$77.7M 0.02%
3,054,462
+475,822
699
$77.7M 0.02%
3,557,786
+186,413
700
$77.5M 0.02%
792,800
-427,352
26 27
28
29 30