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
1226
$28.1M 0.01%
434,322
-94,671
1227
$28M 0.01%
1,999,301
-207,862
1228
$28M 0.01%
400,976
+340,732
1229
$28M 0.01%
283,472
+5,994
1230
$28M 0.01%
538,561
-104,843
1231
$28M 0.01%
661,897
-84,266
1232
$27.9M 0.01%
496,154
-2,331
1233
$27.9M 0.01%
6,995,700
-1,185,298
1234
$27.9M 0.01%
809,248
+453,795
1235
$27.8M 0.01%
+364,320
1236
$27.8M 0.01%
1,762,260
+67,533
1237
$27.8M 0.01%
561,044
-53,358
1238
$27.7M 0.01%
157,402
-131,515
1239
$27.7M 0.01%
199,525
+162,899
1240
$27.6M 0.01%
1,169,231
-250,055
1241
$27.6M 0.01%
353,890
+20,461
1242
$27.6M 0.01%
778,399
+12,067
1243
$27.6M 0.01%
1,055,595
+210,551
1244
$27.5M 0.01%
362,424
-120,564
1245
$27.5M 0.01%
1,504,499
+170,460
1246
$27.4M 0.01%
838,330
-49,068
1247
$27.3M 0.01%
223,205
+2,856
1248
$27.3M 0.01%
460,303
+87,481
1249
$27.2M 0.01%
470,637
+88,824
1250
$27.2M 0.01%
283,182
+137,503
48 49
50
51 52