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
1451
$20.7M ﹤0.01%
827,305
+17,448
1452
$20.7M ﹤0.01%
2,975,281
-2,018,697
1453
$20.7M ﹤0.01%
1,381,468
+129,659
1454
$20.7M ﹤0.01%
511,703
+1,152
1455
$20.7M ﹤0.01%
941,467
-39,174
1456
$20.6M ﹤0.01%
219,538
+9,924
1457
$20.6M ﹤0.01%
366,378
+28,005
1458
$20.6M ﹤0.01%
423,674
+178,396
1459
$20.5M ﹤0.01%
337,461
-10,105
1460
$20.5M ﹤0.01%
448,269
-167,557
1461
$20.5M ﹤0.01%
1,030,583
+27,367
1462
$20.5M ﹤0.01%
392,073
+88,588
1463
$20.4M ﹤0.01%
622,914
+53,079
1464
$20.4M ﹤0.01%
+2,000,000
1465
$20.4M ﹤0.01%
167,269
+79,316
1466
$20.4M ﹤0.01%
668,739
+353,820
1467
$20.4M ﹤0.01%
142,672
+10,300
1468
$20.4M ﹤0.01%
7,983,368
+7,195,428
1469
$20.3M ﹤0.01%
267,971
-9,414
1470
$20.3M ﹤0.01%
953,265
+483,649
1471
$20.2M ﹤0.01%
1,332,418
+672,359
1472
$20.2M ﹤0.01%
2,764,569
+22,254
1473
$20.2M ﹤0.01%
1,181,232
+94,512
1474
$20.1M ﹤0.01%
4,472,563
+2,210,246
1475
$20.1M ﹤0.01%
1,024,647
-45,696
57 58
59
60 61