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
1651
$15.5M ﹤0.01%
563,654
-529,728
1652
$15.5M ﹤0.01%
3,342,106
-209,744
1653
$15.5M ﹤0.01%
1,126,000
-5,253,276
1654
$15.5M ﹤0.01%
1,392,895
+38,345
1655
$15.4M ﹤0.01%
450,794
+5,085
1656
$15.4M ﹤0.01%
360,442
+230,965
1657
$15.4M ﹤0.01%
86,132
-56,167
1658
$15.4M ﹤0.01%
242,905
+114,868
1659
$15.3M ﹤0.01%
284,460
+118,005
1660
$15.3M ﹤0.01%
564,114
+113,192
1661
$15.3M ﹤0.01%
230,188
-36,269
1662
$15.3M ﹤0.01%
2,537,733
+40,400
1663
$15.3M ﹤0.01%
398,713
+127,754
1664
$15.2M ﹤0.01%
924,120
-2,003
1665
$15.2M ﹤0.01%
1,308,325
+194,347
1666
$15.2M ﹤0.01%
121,176
+80,629
1667
$15.2M ﹤0.01%
307,625
-1,957,967
1668
$15.2M ﹤0.01%
1,213,703
-341,878
1669
$15.2M ﹤0.01%
1,468,601
-75,499
1670
$15.1M ﹤0.01%
1,438,540
+195,826
1671
$15.1M ﹤0.01%
618,422
+68,459
1672
$15.1M ﹤0.01%
498,094
+369,747
1673
$15M ﹤0.01%
180,071
+50,107
1674
$15M ﹤0.01%
1,019,953
+637,794
1675
$15M ﹤0.01%
1,365,868
+8,590
65 66
67
68 69