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
1776
$13.4M ﹤0.01%
410,006
+59,482
1777
$13.4M ﹤0.01%
111,170
+1,260
1778
$13.3M ﹤0.01%
978,179
+26,307
1779
$13.3M ﹤0.01%
691,756
+222,620
1780
$13.3M ﹤0.01%
2,281,257
+1,756,751
1781
$13.3M ﹤0.01%
3,248,821
-1,261,879
1782
$13.2M ﹤0.01%
272,510
+42,974
1783
$13.2M ﹤0.01%
285,011
-48,225
1784
$13.2M ﹤0.01%
211,342
-16,542
1785
$13.2M ﹤0.01%
998,410
-453,845
1786
$13.1M ﹤0.01%
459,630
-28,100
1787
$13.1M ﹤0.01%
1,548,719
-3,175,175
1788
$13.1M ﹤0.01%
1,132,906
+133,337
1789
$13.1M ﹤0.01%
662,957
-778,640
1790
$13.1M ﹤0.01%
375,691
-7,736
1791
$13.1M ﹤0.01%
230,962
-20,932
1792
$13M ﹤0.01%
795,029
-222,543
1793
$13M ﹤0.01%
5,476,482
+967,278
1794
$13M ﹤0.01%
507,421
-770
1795
$13M ﹤0.01%
172,343
-3,037
1796
$13M ﹤0.01%
67,043
+12,807
1797
$13M ﹤0.01%
314,365
+28,065
1798
$13M ﹤0.01%
231,986
-108,240
1799
$12.9M ﹤0.01%
521,761
+220,276
1800
$12.9M ﹤0.01%
835,916
-31,191
70 71
72
73 74