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
1701
$14.5M ﹤0.01%
297,346
+83,804
1702
$14.5M ﹤0.01%
749,941
+27,085
1703
$14.4M ﹤0.01%
477,350
+171,049
1704
$14.4M ﹤0.01%
1,616,243
+52,807
1705
$14.4M ﹤0.01%
510,123
-68,771
1706
$14.4M ﹤0.01%
213,616
+16,180
1707
$14.4M ﹤0.01%
746,455
-257,200
1708
$14.3M ﹤0.01%
783,285
+22,667
1709
$14.3M ﹤0.01%
241,545
+30,430
1710
$14.3M ﹤0.01%
1,678,777
+159,620
1711
$14.3M ﹤0.01%
166,692
+82,908
1712
$14.3M ﹤0.01%
152,386
+88,872
1713
$14.3M ﹤0.01%
1,509,751
+994,065
1714
$14.3M ﹤0.01%
184,605
-2,861
1715
$14.3M ﹤0.01%
423,930
-10,085
1716
$14.3M ﹤0.01%
345,921
-113,901
1717
$14.2M ﹤0.01%
296,136
-38,876
1718
$14.2M ﹤0.01%
356,303
+265,228
1719
$14.2M ﹤0.01%
1,589,020
+74,688
1720
$14.2M ﹤0.01%
167,892
+13,992
1721
$14.1M ﹤0.01%
592,059
+31,733
1722
$14.1M ﹤0.01%
230,562
+38,292
1723
$14.1M ﹤0.01%
1,552,379
+156,486
1724
$14.1M ﹤0.01%
227,241
-50,310
1725
$14.1M ﹤0.01%
627,698
+6,286
67 68
69
70 71