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
1351
$23.3M ﹤0.01%
196,327
-7,322
1352
$23.3M ﹤0.01%
586,039
-462,414
1353
$23.2M ﹤0.01%
908,729
+41,132
1354
$23.2M ﹤0.01%
1,454,797
-98,759
1355
$23.2M ﹤0.01%
5,959,997
+2,950,797
1356
$23.1M ﹤0.01%
1,625,398
+338,414
1357
$23.1M ﹤0.01%
555,356
-941,576
1358
$23.1M ﹤0.01%
3,071,446
+304,405
1359
$23.1M ﹤0.01%
1,134,118
+461,865
1360
$23M ﹤0.01%
1,262,793
+801,423
1361
$23M ﹤0.01%
834,759
+86,949
1362
$23M ﹤0.01%
200,782
-38,898
1363
$22.9M ﹤0.01%
290,490
+11,401
1364
$22.9M ﹤0.01%
131,246
-18,894
1365
$22.9M ﹤0.01%
602,500
+63,414
1366
$22.9M ﹤0.01%
780,902
+50,886
1367
$22.8M ﹤0.01%
2,284,376
+152,291
1368
$22.8M ﹤0.01%
2,906,146
-296,140
1369
$22.8M ﹤0.01%
1,796,875
-254,977
1370
$22.8M ﹤0.01%
260,575
-179,896
1371
$22.8M ﹤0.01%
426,277
-17,257
1372
$22.7M ﹤0.01%
116,254
-112,450
1373
$22.7M ﹤0.01%
673,417
+549,914
1374
$22.7M ﹤0.01%
1,356,956
+930,071
1375
$22.7M ﹤0.01%
1,843,431
-296,444
53 54
55
56 57