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
1201
$29.4M 0.01%
523,558
+239,821
1202
$29.3M 0.01%
721,829
-3,378
1203
$29.2M 0.01%
949,718
+149,375
1204
$29.1M 0.01%
868,301
-742,427
1205
$29.1M 0.01%
3,630,660
+91,269
1206
$29.1M 0.01%
751,486
+46,890
1207
$28.9M 0.01%
790,015
+233,167
1208
$28.9M 0.01%
447,424
-361,095
1209
$28.8M 0.01%
802,402
+149,296
1210
$28.8M 0.01%
+3,026,692
1211
$28.7M 0.01%
1,001,766
+375,292
1212
$28.7M 0.01%
933,322
-237,568
1213
$28.6M 0.01%
203,511
-8,169
1214
$28.5M 0.01%
211,833
+52,449
1215
$28.5M 0.01%
119,460
+2,783
1216
$28.5M 0.01%
1,468,942
+352,822
1217
$28.4M 0.01%
555,633
+412,010
1218
$28.3M 0.01%
155,257
+22,430
1219
$28.3M 0.01%
102,890
-134,952
1220
$28.2M 0.01%
2,841,940
+130,489
1221
$28.2M 0.01%
510,910
-102,216
1222
$28.2M 0.01%
1,048,694
-295,515
1223
$28.2M 0.01%
519,318
+58,076
1224
$28.2M 0.01%
455,623
+80,869
1225
$28.2M 0.01%
479,079
-19,448
47 48
49
50 51