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
1601
$16.7M ﹤0.01%
547,776
+229,681
1602
$16.7M ﹤0.01%
315,679
+116,643
1603
$16.7M ﹤0.01%
454,446
+61,062
1604
$16.6M ﹤0.01%
1,302,147
+137,333
1605
$16.6M ﹤0.01%
26,960
+21,127
1606
$16.6M ﹤0.01%
2,540,332
+208,449
1607
$16.5M ﹤0.01%
593,776
-64,723
1608
$16.5M ﹤0.01%
696,338
-43,312
1609
$16.5M ﹤0.01%
1,358,556
+387,908
1610
$16.5M ﹤0.01%
132,799
-282,770
1611
$16.5M ﹤0.01%
1,385,251
+142,817
1612
$16.4M ﹤0.01%
193,328
-62,307
1613
$16.4M ﹤0.01%
930,988
-54,834
1614
$16.4M ﹤0.01%
888,105
+140,919
1615
$16.4M ﹤0.01%
48,927
-36,430
1616
$16.3M ﹤0.01%
284,601
+145,476
1617
$16.3M ﹤0.01%
521,596
-7,875
1618
$16.3M ﹤0.01%
555,860
-120,700
1619
$16.3M ﹤0.01%
306,288
-53,104
1620
$16.3M ﹤0.01%
+1,054,084
1621
$16.2M ﹤0.01%
265,729
+113,109
1622
$16.2M ﹤0.01%
1,690,901
+91,219
1623
$16.2M ﹤0.01%
1,867,290
+28,577
1624
$16.1M ﹤0.01%
878,166
+18,320
1625
$16.1M ﹤0.01%
579,012
+163,059
63 64
65
66 67