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
2501
$6.01M ﹤0.01%
43,984
-87,855
2502
$5.99M ﹤0.01%
79,378
+2,927
2503
$5.99M ﹤0.01%
62,606
-67,205
2504
$5.99M ﹤0.01%
189,408
+151,755
2505
$5.99M ﹤0.01%
104,779
+36,180
2506
$5.98M ﹤0.01%
2,476
-795
2507
$5.98M ﹤0.01%
969,071
2508
$5.98M ﹤0.01%
1,050,597
-180,162
2509
$5.97M ﹤0.01%
275,646
+9,114
2510
$5.97M ﹤0.01%
999,461
-126,088
2511
$5.96M ﹤0.01%
1,741,721
+1,634,085
2512
$5.95M ﹤0.01%
295,193
+64,671
2513
$5.93M ﹤0.01%
49,502
-133,229
2514
$5.93M ﹤0.01%
441,064
-78,783
2515
$5.93M ﹤0.01%
11,385
-3,490
2516
$5.92M ﹤0.01%
772,227
+131,432
2517
$5.92M ﹤0.01%
45,754
-92,258
2518
$5.92M ﹤0.01%
625,327
-85,751
2519
$5.91M ﹤0.01%
526,931
-52,189
2520
$5.9M ﹤0.01%
1,050,422
+258,184
2521
$5.9M ﹤0.01%
350,064
+169,176
2522
$5.9M ﹤0.01%
509,452
+143,256
2523
$5.9M ﹤0.01%
134,015
-13,300
2524
$5.9M ﹤0.01%
340,492
+23,461
2525
$5.88M ﹤0.01%
2,074
+1,480
99 100
101
102 103