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
1426
$21.3M ﹤0.01%
544,112
+203,900
1427
$21.3M ﹤0.01%
1,027,883
+38,810
1428
$21.3M ﹤0.01%
4,733,941
+895,157
1429
$21.3M ﹤0.01%
3,510,640
+749,422
1430
$21.3M ﹤0.01%
1,000,932
+274,413
1431
$21.2M ﹤0.01%
21,823
+1,687
1432
$21.2M ﹤0.01%
476,187
+42,190
1433
$21.2M ﹤0.01%
44,043
+11,113
1434
$21.2M ﹤0.01%
1,202,184
-358,683
1435
$21.1M ﹤0.01%
466,626
+37,026
1436
$21.1M ﹤0.01%
525,644
+205,967
1437
$21.1M ﹤0.01%
1,999,791
+370,506
1438
$21.1M ﹤0.01%
1,402,082
+25,394
1439
$21.1M ﹤0.01%
754,570
+351,798
1440
$21.1M ﹤0.01%
1,161,434
+113,260
1441
$21.1M ﹤0.01%
6,382,620
-288,901
1442
$21M ﹤0.01%
615,428
-201,707
1443
$21M ﹤0.01%
87,118
+18,580
1444
$21M ﹤0.01%
368,132
-40,526
1445
$21M ﹤0.01%
1,373,077
+392,895
1446
$21M ﹤0.01%
1,145,629
-76,886
1447
$20.9M ﹤0.01%
79,563
-30,507
1448
$20.9M ﹤0.01%
359,068
+201,827
1449
$20.8M ﹤0.01%
308,517
+11,493
1450
$20.8M ﹤0.01%
+890,217
56 57
58
59 60