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
1376
$22.7M ﹤0.01%
1,302,144
-37,863
1377
$22.6M ﹤0.01%
569,013
-214,528
1378
$22.6M ﹤0.01%
294,221
+105,502
1379
$22.6M ﹤0.01%
301,038
-8,790
1380
$22.5M ﹤0.01%
623,131
-8,695
1381
$22.5M ﹤0.01%
286,189
+225,236
1382
$22.5M ﹤0.01%
2,493,193
-131,796
1383
$22.5M ﹤0.01%
1,600,827
+136,436
1384
$22.4M ﹤0.01%
1,796,437
+74,035
1385
$22.4M ﹤0.01%
1,526,087
-48,517
1386
$22.4M ﹤0.01%
2,511,365
+1,660,970
1387
$22.4M ﹤0.01%
148,698
+105,146
1388
$22.4M ﹤0.01%
975,274
+69,335
1389
$22.3M ﹤0.01%
228,784
-114,556
1390
$22.3M ﹤0.01%
810,900
+12,404
1391
$22.2M ﹤0.01%
619,993
-76,016
1392
$22.1M ﹤0.01%
513,883
+372,922
1393
$22.1M ﹤0.01%
2,146,082
-330,722
1394
$22.1M ﹤0.01%
333,938
-45,114
1395
$22.1M ﹤0.01%
506,906
+9,684
1396
$22.1M ﹤0.01%
553,819
+152,765
1397
$22.1M ﹤0.01%
624,672
-31,233
1398
$22M ﹤0.01%
784,915
+6,447
1399
$22M ﹤0.01%
555,530
-8,663
1400
$21.9M ﹤0.01%
1,527,053
-180,823
54 55
56
57 58