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
1401
$21.9M ﹤0.01%
681,630
-73,354
1402
$21.9M ﹤0.01%
3,566,600
+290,717
1403
$21.9M ﹤0.01%
554,236
-102,683
1404
$21.9M ﹤0.01%
2,485,005
-109,738
1405
$21.9M ﹤0.01%
1,027,754
-263,722
1406
$21.8M ﹤0.01%
1,031,904
+130,692
1407
$21.8M ﹤0.01%
152,529
+14,633
1408
$21.8M ﹤0.01%
2,583,642
-511,701
1409
$21.8M ﹤0.01%
1,161,200
-62,121
1410
$21.8M ﹤0.01%
336,373
+63,274
1411
$21.7M ﹤0.01%
1,011,534
-542,204
1412
$21.7M ﹤0.01%
445,230
-41,545
1413
$21.7M ﹤0.01%
295,636
-19,206
1414
$21.7M ﹤0.01%
2,111,049
-34,633
1415
$21.6M ﹤0.01%
24,489
+579
1416
$21.6M ﹤0.01%
723,443
-8,442
1417
$21.6M ﹤0.01%
307,116
+9,849
1418
$21.5M ﹤0.01%
119,215
-23,723
1419
$21.5M ﹤0.01%
648,914
-163,127
1420
$21.5M ﹤0.01%
1,325,482
+291,950
1421
$21.5M ﹤0.01%
698,378
-41,520
1422
$21.5M ﹤0.01%
1,429,080
+1,119,640
1423
$21.4M ﹤0.01%
721,169
-48,873
1424
$21.3M ﹤0.01%
510,163
+250,061
1425
$21.3M ﹤0.01%
526,447
-92,988
55 56
57
58 59