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
1751
$13.8M ﹤0.01%
1,181,837
+221,510
1752
$13.8M ﹤0.01%
314,715
-10,932
1753
$13.7M ﹤0.01%
636,163
-76,027
1754
$13.7M ﹤0.01%
947,637
+408,112
1755
$13.7M ﹤0.01%
163,200
-181,216
1756
$13.7M ﹤0.01%
1,342,755
+619,668
1757
$13.7M ﹤0.01%
521,168
+46,690
1758
$13.7M ﹤0.01%
520,265
+228,803
1759
$13.7M ﹤0.01%
1,368,420
-82,520
1760
$13.7M ﹤0.01%
97,120
-132,868
1761
$13.6M ﹤0.01%
169,306
+57,466
1762
$13.6M ﹤0.01%
415,592
-183,026
1763
$13.6M ﹤0.01%
746,839
-1,507,064
1764
$13.6M ﹤0.01%
1,129,576
+575,636
1765
$13.6M ﹤0.01%
169,945
-150,758
1766
$13.6M ﹤0.01%
311,742
+16,180
1767
$13.5M ﹤0.01%
2,264,786
+296,472
1768
$13.5M ﹤0.01%
229,503
-5,945
1769
$13.5M ﹤0.01%
1,968,741
+527,911
1770
$13.5M ﹤0.01%
979,735
-80,726
1771
$13.4M ﹤0.01%
442,328
+223,554
1772
$13.4M ﹤0.01%
140,981
-144,706
1773
$13.4M ﹤0.01%
412,582
+115,029
1774
$13.4M ﹤0.01%
276,678
+8,199
1775
$13.4M ﹤0.01%
598,639
-632,718
69 70
71
72 73