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
2476
$6.21M ﹤0.01%
684,884
-326,847
2477
$6.19M ﹤0.01%
1,005,909
-960,388
2478
$6.18M ﹤0.01%
260,743
-139,029
2479
$6.18M ﹤0.01%
500,687
+198,945
2480
$6.17M ﹤0.01%
365,106
+331,131
2481
$6.17M ﹤0.01%
150,851
+9,022
2482
$6.16M ﹤0.01%
97,696
+41,398
2483
$6.16M ﹤0.01%
183,470
-7,612
2484
$6.16M ﹤0.01%
708,754
+646,180
2485
$6.15M ﹤0.01%
48,303
-228,738
2486
$6.15M ﹤0.01%
45,569
-2,263
2487
$6.15M ﹤0.01%
205,880
-17,507
2488
$6.13M ﹤0.01%
46,414
-208,490
2489
$6.11M ﹤0.01%
90,981
+64,956
2490
$6.08M ﹤0.01%
971,428
+216,484
2491
$6.07M ﹤0.01%
224,014
+56,841
2492
$6.06M ﹤0.01%
3,222,964
-876,208
2493
$6.05M ﹤0.01%
547,345
-67,424
2494
$6.04M ﹤0.01%
508,034
-569,250
2495
$6.04M ﹤0.01%
559,993
+33,079
2496
$6.04M ﹤0.01%
296,444
+5,139
2497
$6.03M ﹤0.01%
88,171
-4,172
2498
$6.03M ﹤0.01%
109,392
+25,373
2499
$6.03M ﹤0.01%
94,871
-5,680
2500
$6.02M ﹤0.01%
558,556
-6,437
98 99
100
101 102