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
1526
$18.7M ﹤0.01%
395,493
+12,060
1527
$18.6M ﹤0.01%
2,566,894
+188,209
1528
$18.6M ﹤0.01%
81,970
+15,891
1529
$18.5M ﹤0.01%
64,731
+6,259
1530
$18.5M ﹤0.01%
1,156,053
-124,239
1531
$18.5M ﹤0.01%
744,638
-145,811
1532
$18.5M ﹤0.01%
81,344
+196
1533
$18.4M ﹤0.01%
1,314,818
-326,182
1534
$18.4M ﹤0.01%
597,178
+14,882
1535
$18.4M ﹤0.01%
1,173,329
-187,227
1536
$18.3M ﹤0.01%
342,312
-40,076
1537
$18.3M ﹤0.01%
393,646
-106,661
1538
$18.3M ﹤0.01%
1,535,822
+908,758
1539
$18.2M ﹤0.01%
465,328
-19,656
1540
$18.2M ﹤0.01%
2,235,448
+1,503,212
1541
$18.2M ﹤0.01%
841,077
+136,290
1542
$18.2M ﹤0.01%
3,192,748
+907,953
1543
$18.2M ﹤0.01%
1,306,980
-1,742,458
1544
$18.1M ﹤0.01%
173,372
-60,656
1545
$18.1M ﹤0.01%
335,372
-19,395
1546
$18.1M ﹤0.01%
508,650
+24,810
1547
$18.1M ﹤0.01%
16,000,000
1548
$18.1M ﹤0.01%
909,072
-57,525
1549
$18M ﹤0.01%
414,383
-25,374
1550
$18M ﹤0.01%
415,650
+128,827
60 61
62
63 64