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
701
$77.4M 0.02%
493,466
+221,347
702
$77.3M 0.02%
1,063,556
+55,997
703
$76.9M 0.01%
691,374
+307,087
704
$76.4M 0.01%
1,825,145
-12,994
705
$76.3M 0.01%
2,483,745
+713,025
706
$76.2M 0.01%
2,807,124
-612,184
707
$76.1M 0.01%
583,552
+219,090
708
$76.1M 0.01%
2,152,882
+338,733
709
$76.1M 0.01%
78,748
+36,847
710
$76M 0.01%
1,432,363
+49,410
711
$76M 0.01%
1,910,916
+366,440
712
$76M 0.01%
879,515
-87,708
713
$75.8M 0.01%
954,424
+47,797
714
$75.7M 0.01%
523,089
+81,297
715
$75.6M 0.01%
2,202,272
-140,338
716
$75.6M 0.01%
390,327
+93,721
717
$75.5M 0.01%
376,221
-325,772
718
$75.1M 0.01%
5,806,944
+555,136
719
$74.8M 0.01%
2,024,435
-296,186
720
$74.5M 0.01%
1,350,667
+816,792
721
$74.2M 0.01%
1,694,986
-145,262
722
$74.2M 0.01%
1,688,364
+16,230
723
$74M 0.01%
646,850
+122,918
724
$73.9M 0.01%
314,790
-10,789
725
$73.7M 0.01%
2,090,120
+302,969
27 28
29
30 31