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
1326
$24.3M ﹤0.01%
1,442,760
+107,999
1327
$24.3M ﹤0.01%
430,944
-12,602
1328
$24.2M ﹤0.01%
872,949
+47,571
1329
$24.2M ﹤0.01%
1,113,177
-74,846
1330
$24.2M ﹤0.01%
263,994
+69,855
1331
$24.2M ﹤0.01%
807,457
-141,125
1332
$24.1M ﹤0.01%
815,403
+197,298
1333
$24.1M ﹤0.01%
1,256,737
-203,506
1334
$24M ﹤0.01%
722,711
-5,862
1335
$23.9M ﹤0.01%
1,984,913
+618,366
1336
$23.9M ﹤0.01%
1,958,281
-221,758
1337
$23.9M ﹤0.01%
890,034
+190,629
1338
$23.9M ﹤0.01%
900,210
+204,582
1339
$23.8M ﹤0.01%
1,776,550
+37,176
1340
$23.8M ﹤0.01%
291,075
+231,151
1341
$23.8M ﹤0.01%
1,297,497
+71,152
1342
$23.7M ﹤0.01%
906,204
-28,393
1343
$23.7M ﹤0.01%
599,660
+9,577
1344
$23.6M ﹤0.01%
288,201
+2,167
1345
$23.6M ﹤0.01%
1,186,833
+406,842
1346
$23.5M ﹤0.01%
518,515
-44,880
1347
$23.4M ﹤0.01%
879,222
+465
1348
$23.4M ﹤0.01%
491,322
-70,604
1349
$23.4M ﹤0.01%
352,570
+87,656
1350
$23.3M ﹤0.01%
319,230
-25,578
52 53
54
55 56