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
1051
$37.9M 0.01%
724,834
-54,627
1052
$37.9M 0.01%
778,111
-666,244
1053
$37.8M 0.01%
111,168
+12,835
1054
$37.7M 0.01%
680,842
+613,094
1055
$37.6M 0.01%
137,803
+77,554
1056
$37.5M 0.01%
892,350
-877,637
1057
$37.5M 0.01%
977,581
+929,958
1058
$37.5M 0.01%
563,441
+83,742
1059
$37.4M 0.01%
1,520,650
+246,971
1060
$37.3M 0.01%
2,016,951
+743,740
1061
$37.1M 0.01%
3,671,677
+231,406
1062
$37M 0.01%
346,071
-51,238
1063
$37M 0.01%
414,565
+24,968
1064
$36.9M 0.01%
1,707,211
-1,019,805
1065
$36.9M 0.01%
404,106
+62,718
1066
$36.9M 0.01%
1,922,540
-803,642
1067
$36.9M 0.01%
118,468
-129,100
1068
$36.9M 0.01%
1,376,412
-2,310,982
1069
$36.9M 0.01%
501,539
+318,847
1070
$36.8M 0.01%
+942,638
1071
$36.8M 0.01%
199,963
+54,935
1072
$36.7M 0.01%
2,911,965
+1,245,397
1073
$36.7M 0.01%
752,202
+132,307
1074
$36.6M 0.01%
5,174,994
-3,740,501
1075
$36.6M 0.01%
1,939,280
+222,050
41 42
43
44 45