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
1126
$33.3M 0.01%
431,648
-299,286
1127
$33.1M 0.01%
1,367,095
-304,512
1128
$33.1M 0.01%
1,010,562
-53,130
1129
$33.1M 0.01%
723,743
-144,415
1130
$33.1M 0.01%
1,499,540
-47,765
1131
$33.1M 0.01%
1,292,495
+502,548
1132
$33.1M 0.01%
1,633,124
+70,421
1133
$32.7M 0.01%
1,691,426
+687,255
1134
$32.7M 0.01%
3,112,488
+179,745
1135
$32.7M 0.01%
3,754,561
-17,829
1136
$32.7M 0.01%
395,112
+19,925
1137
$32.6M 0.01%
128,059
+107,040
1138
$32.6M 0.01%
765,879
-8,132
1139
$32.6M 0.01%
3,136,356
-568,926
1140
$32.5M 0.01%
2,237,914
-153,001
1141
$32.3M 0.01%
2,583,560
+86,085
1142
$32.3M 0.01%
976,530
+555,737
1143
$32.3M 0.01%
1,205,827
+18,148
1144
$32.3M 0.01%
602,796
+54,504
1145
$32.2M 0.01%
2,054,721
-12,401
1146
$32.1M 0.01%
954,644
-8,363
1147
$32.1M 0.01%
382,322
+75,591
1148
$32M 0.01%
447,404
-8,160
1149
$32M 0.01%
1,314,092
-44,375
1150
$31.9M 0.01%
133,872
+61,269
44 45
46
47 48