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
776
$65.7M 0.01%
1,344,097
+50,286
777
$65.7M 0.01%
1,278,222
+193,824
778
$65.6M 0.01%
2,699,014
-8,458
779
$65.3M 0.01%
460,828
+121,425
780
$65.2M 0.01%
1,530,015
+579,397
781
$64.9M 0.01%
1,618,856
+362,738
782
$64.7M 0.01%
332,811
+167,089
783
$64.5M 0.01%
2,654,783
+4,007
784
$64.5M 0.01%
709,720
-82,625
785
$64.4M 0.01%
2,955,459
+110,313
786
$64.2M 0.01%
3,111,230
+120,030
787
$64M 0.01%
1,989,529
-14,786
788
$64M 0.01%
586,646
+236,474
789
$64M 0.01%
1,356,605
-112,576
790
$63.9M 0.01%
760,073
-55,842
791
$63.6M 0.01%
1,830,964
-14,832
792
$63.5M 0.01%
1,065,545
+48,864
793
$63.5M 0.01%
2,422,299
+145,334
794
$63.4M 0.01%
3,945,571
-402,958
795
$63.4M 0.01%
970,281
-501,248
796
$63.3M 0.01%
1,609,331
-120,352
797
$63.3M 0.01%
1,088,621
+976,413
798
$63.2M 0.01%
1,562,464
+81,756
799
$62.6M 0.01%
10,465,799
+1,445,278
800
$62.4M 0.01%
1,716,849
-470,378
30 31
32
33 34