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
1726
$14M ﹤0.01%
421,468
-52,614
1727
$14M ﹤0.01%
1,143,355
+368,705
1728
$14M ﹤0.01%
469,580
+241,703
1729
$14M ﹤0.01%
1,288,421
-356,647
1730
$14M ﹤0.01%
+1,145,451
1731
$14M ﹤0.01%
2,318,327
+23,012
1732
$14M ﹤0.01%
630,386
+213,870
1733
$14M ﹤0.01%
128,408
+20,974
1734
$14M ﹤0.01%
584,177
+378,699
1735
$14M ﹤0.01%
130,570
+62,880
1736
$13.9M ﹤0.01%
386,343
+74,329
1737
$13.9M ﹤0.01%
2,594,164
-249,724
1738
$13.9M ﹤0.01%
282,446
+91,345
1739
$13.9M ﹤0.01%
225,027
-101,775
1740
$13.9M ﹤0.01%
281,542
-71,648
1741
$13.9M ﹤0.01%
147,264
-6,769
1742
$13.9M ﹤0.01%
431,977
-84,410
1743
$13.9M ﹤0.01%
560,178
+233,135
1744
$13.9M ﹤0.01%
401,508
-65,246
1745
$13.8M ﹤0.01%
605,738
+28,144
1746
$13.8M ﹤0.01%
629,664
+29,702
1747
$13.8M ﹤0.01%
1,753,617
-304,942
1748
$13.8M ﹤0.01%
316,514
-72,702
1749
$13.8M ﹤0.01%
58,443
-19,776
1750
$13.8M ﹤0.01%
181,509
-209,711
68 69
70
71 72