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
1826
$12.6M ﹤0.01%
1,025,851
-676,922
1827
$12.6M ﹤0.01%
718,425
-13,991
1828
$12.5M ﹤0.01%
288,578
+430
1829
$12.5M ﹤0.01%
326,534
-68,207
1830
$12.5M ﹤0.01%
215,270
+11,808
1831
$12.5M ﹤0.01%
191,445
+26,140
1832
$12.5M ﹤0.01%
250,198
+43,419
1833
$12.5M ﹤0.01%
860,452
-300,269
1834
$12.5M ﹤0.01%
264,028
-10,909
1835
$12.5M ﹤0.01%
1,469,146
-274,735
1836
$12.5M ﹤0.01%
17,844
+10,928
1837
$12.4M ﹤0.01%
431,337
-26,100
1838
$12.4M ﹤0.01%
152,915
+27,897
1839
$12.4M ﹤0.01%
215,659
-83,394
1840
$12.4M ﹤0.01%
149,704
-240,164
1841
$12.3M ﹤0.01%
422,096
-65,116
1842
$12.3M ﹤0.01%
879,967
-20,456
1843
$12.3M ﹤0.01%
+16,449
1844
$12.3M ﹤0.01%
589,120
-388,927
1845
$12.3M ﹤0.01%
2,086,839
+211,165
1846
$12.3M ﹤0.01%
221,213
+42,361
1847
$12.3M ﹤0.01%
252,651
+48,037
1848
$12.3M ﹤0.01%
888,374
+55,399
1849
$12.3M ﹤0.01%
1,029,347
+59,568
1850
$12.3M ﹤0.01%
1,596,914
+955,098
72 73
74
75 76