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
1076
$36.4M 0.01%
831,123
-53,765
1077
$36.3M 0.01%
799,061
-38,278
1078
$36.2M 0.01%
504,062
-9,102
1079
$36.2M 0.01%
429,830
+153,194
1080
$36M 0.01%
2,018,318
+44,163
1081
$35.8M 0.01%
612,104
-80,635
1082
$35.7M 0.01%
207,568
+39,612
1083
$35.7M 0.01%
879,594
+577,605
1084
$35.5M 0.01%
1,421,483
+41,991
1085
$35.5M 0.01%
2,494,481
+12,567
1086
$35.5M 0.01%
2,550,816
+598,429
1087
$35.5M 0.01%
2,877,565
+50,109
1088
$35.4M 0.01%
1,210,683
+92,063
1089
$35.3M 0.01%
2,065,123
+1,646,265
1090
$35.3M 0.01%
1,325,260
+243,584
1091
$35.2M 0.01%
989,189
-175,224
1092
$35.2M 0.01%
577,398
+51,418
1093
$35.1M 0.01%
4,301,582
+2,270,682
1094
$35.1M 0.01%
572,818
+151,868
1095
$35.1M 0.01%
2,438,952
-61,368
1096
$35.1M 0.01%
1,577,166
-9,716
1097
$34.9M 0.01%
4,297,199
+98,961
1098
$34.9M 0.01%
673,857
-22,446
1099
$34.9M 0.01%
1,304,988
-26,070
1100
$34.8M 0.01%
328,893
+134,760
42 43
44
45 46