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
2526
$5.88M ﹤0.01%
798,353
+2,397
2527
$5.88M ﹤0.01%
395,873
+265,534
2528
$5.87M ﹤0.01%
211,855
+198,551
2529
$5.86M ﹤0.01%
387,911
-396,194
2530
$5.85M ﹤0.01%
318,575
-104,454
2531
$5.83M ﹤0.01%
388,117
-2,844
2532
$5.83M ﹤0.01%
520,556
-186,840
2533
$5.83M ﹤0.01%
36,148
+4,167
2534
$5.82M ﹤0.01%
146,885
+135,563
2535
$5.81M ﹤0.01%
495,134
+38,288
2536
$5.79M ﹤0.01%
416,304
+5,826
2537
$5.78M ﹤0.01%
483,382
+338,158
2538
$5.78M ﹤0.01%
118,133
-85,145
2539
$5.76M ﹤0.01%
325,597
+38,585
2540
$5.76M ﹤0.01%
462,141
-400,070
2541
$5.76M ﹤0.01%
223,021
-17,669
2542
$5.76M ﹤0.01%
164,184
-1,400
2543
$5.74M ﹤0.01%
291,869
+20,936
2544
$5.73M ﹤0.01%
186,053
-3,435
2545
$5.73M ﹤0.01%
261,405
+11,074
2546
$5.72M ﹤0.01%
26,839
-17,526
2547
$5.72M ﹤0.01%
905
+459
2548
$5.72M ﹤0.01%
145,701
+30,174
2549
$5.71M ﹤0.01%
182,746
+15,539
2550
$5.71M ﹤0.01%
596,308
+139,913
100 101
102
103 104