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
1001
$41.4M 0.01%
796,117
+47,201
1002
$41.2M 0.01%
1,340,602
+245,227
1003
$41.2M 0.01%
5,188,055
-358,890
1004
$41.2M 0.01%
9,944
-326
1005
$41.2M 0.01%
3,336,572
+108,698
1006
$41.1M 0.01%
680,673
+37,592
1007
$41.1M 0.01%
200,402
+29,783
1008
$41M 0.01%
326,689
+38,098
1009
$41M 0.01%
3,350,390
-961,918
1010
$40.8M 0.01%
4,434,298
-92,146
1011
$40.8M 0.01%
1,263,689
-409,958
1012
$40.8M 0.01%
2,395,555
+1,416,314
1013
$40.7M 0.01%
1,106,558
+24,644
1014
$40.6M 0.01%
478,630
-75,090
1015
$40.6M 0.01%
4,600,726
+358,407
1016
$40.6M 0.01%
4,721,222
+427,430
1017
$40.6M 0.01%
13,595,775
+4,555,063
1018
$40.5M 0.01%
470,949
+75,579
1019
$40.4M 0.01%
313,043
+63,486
1020
$40.2M 0.01%
330,641
-5,774
1021
$40.1M 0.01%
158,914
-4,473
1022
$39.9M 0.01%
26,830
-879
1023
$39.9M 0.01%
344,014
+29,803
1024
$39.8M 0.01%
510,781
+100,865
1025
$39.8M 0.01%
987,363
-147,702
39 40
41
42 43