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
876
$51.7M 0.01%
968,256
+213,750
877
$51.7M 0.01%
1,107,241
+13,239
878
$51.5M 0.01%
3,840,662
-1,265,798
879
$51.5M 0.01%
860,487
+86,005
880
$51.4M 0.01%
1,666,254
-318,014
881
$51.4M 0.01%
740,086
+178,139
882
$51.3M 0.01%
968,754
-4,107
883
$51.3M 0.01%
923,674
+91,220
884
$51.3M 0.01%
900,351
-35,446
885
$51.2M 0.01%
367,705
-29,578
886
$51.1M 0.01%
1,504,165
+57,136
887
$51M 0.01%
897,747
+23,886
888
$51M 0.01%
13,050,629
+8,424,274
889
$50.8M 0.01%
237,440
+66,160
890
$50.7M 0.01%
1,792,338
-531,869
891
$50.7M 0.01%
1,915,880
+220,762
892
$50.5M 0.01%
1,242,558
+696,439
893
$50.5M 0.01%
1,273,218
+603,774
894
$50.5M 0.01%
2,004,805
-1,093,558
895
$50.3M 0.01%
2,253,671
-296,117
896
$50.3M 0.01%
463,998
+215,103
897
$50.1M 0.01%
494,331
+411,270
898
$50M 0.01%
1,924,248
-1,241,272
899
$50M 0.01%
754,963
+187,299
900
$49.8M 0.01%
770,824
+44,722
34 35
36
37 38