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
1301
$25.5M ﹤0.01%
619,927
-33,083
1302
$25.4M ﹤0.01%
370,979
+64,596
1303
$25.3M ﹤0.01%
5,169,251
-1,146,945
1304
$25.3M ﹤0.01%
252,421
-7,695
1305
$25.3M ﹤0.01%
1,668,822
+24,464
1306
$25.2M ﹤0.01%
359,460
-125,262
1307
$25.2M ﹤0.01%
1,169,033
+140,901
1308
$25.2M ﹤0.01%
351,547
+222,347
1309
$25M ﹤0.01%
1,436,301
+685,838
1310
$24.8M ﹤0.01%
773,399
-91,287
1311
$24.8M ﹤0.01%
828,658
-87,150
1312
$24.8M ﹤0.01%
521,831
+275,501
1313
$24.7M ﹤0.01%
58,051
-57,311
1314
$24.7M ﹤0.01%
890,283
+117,974
1315
$24.7M ﹤0.01%
279,127
+152,796
1316
$24.7M ﹤0.01%
830,017
-62,086
1317
$24.6M ﹤0.01%
1,602,081
+956,322
1318
$24.6M ﹤0.01%
537,909
+71,978
1319
$24.5M ﹤0.01%
950,013
-44,971
1320
$24.5M ﹤0.01%
155,943
-861
1321
$24.4M ﹤0.01%
146,838
+6,440
1322
$24.4M ﹤0.01%
1,208,098
+68,502
1323
$24.4M ﹤0.01%
2,282,469
+423,635
1324
$24.4M ﹤0.01%
111,049
+35,656
1325
$24.4M ﹤0.01%
190,528
+28,099
51 52
53
54 55