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
1276
$26.3M 0.01%
642,685
+22,723
1277
$26.2M 0.01%
379,201
+122,299
1278
$26.2M 0.01%
251,985
+37,223
1279
$26.2M 0.01%
2,608,277
+125,701
1280
$26.2M 0.01%
1,416,091
-110,991
1281
$26.1M 0.01%
917,792
-430,860
1282
$26M 0.01%
831,213
+558,480
1283
$26M 0.01%
956,042
+372,517
1284
$26M 0.01%
794,712
-35,754
1285
$26M 0.01%
200,692
+31,721
1286
$25.9M 0.01%
411,645
-727,613
1287
$25.9M 0.01%
489,662
-8,645
1288
$25.9M 0.01%
643,423
+289,688
1289
$25.9M 0.01%
486,912
+463,439
1290
$25.9M 0.01%
590,379
-399,653
1291
$25.9M 0.01%
977,254
-158,923
1292
$25.8M 0.01%
312,178
-795,981
1293
$25.8M 0.01%
630,018
+162,305
1294
$25.8M 0.01%
616,060
+57,333
1295
$25.8M 0.01%
698,988
+249,470
1296
$25.8M 0.01%
4,536,776
+844,553
1297
$25.7M 0.01%
50
1298
$25.7M 0.01%
615,051
-166,214
1299
$25.5M ﹤0.01%
3,978,604
-45,248
1300
$25.5M ﹤0.01%
707,529
+224,660
50 51
52
53 54