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
1576
$17.2M ﹤0.01%
659,019
-299,849
1577
$17.2M ﹤0.01%
1,989,798
+154,758
1578
$17.2M ﹤0.01%
1,014,190
+530,815
1579
$17.2M ﹤0.01%
2,178,916
-200,915
1580
$17.2M ﹤0.01%
286,243
+32,198
1581
$17.2M ﹤0.01%
559,611
-6,891
1582
$17.1M ﹤0.01%
73,635
-6,568
1583
$17.1M ﹤0.01%
229,397
-6,035
1584
$17.1M ﹤0.01%
1,408,651
+230,904
1585
$17.1M ﹤0.01%
636,170
+394,533
1586
$17.1M ﹤0.01%
1,620,564
-576,759
1587
$17M ﹤0.01%
89,056
-5,064
1588
$17M ﹤0.01%
52,398
+21,297
1589
$16.9M ﹤0.01%
658,040
+158,075
1590
$16.9M ﹤0.01%
412,341
+60,341
1591
$16.9M ﹤0.01%
858,716
+25,358
1592
$16.9M ﹤0.01%
2,125,033
-95,139
1593
$16.8M ﹤0.01%
155,381
-17,168
1594
$16.8M ﹤0.01%
1,759,598
+323,018
1595
$16.8M ﹤0.01%
580,393
+74,744
1596
$16.8M ﹤0.01%
419,911
+196,855
1597
$16.8M ﹤0.01%
557,471
-31,901
1598
$16.8M ﹤0.01%
48,153
+18,061
1599
$16.7M ﹤0.01%
397,308
+50,855
1600
$16.7M ﹤0.01%
242,608
+2,063
62 63
64
65 66