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
2551
$5.7M ﹤0.01%
253,309
+216,695
2552
$5.7M ﹤0.01%
569,488
+161,017
2553
$5.69M ﹤0.01%
605,625
+207,066
2554
$5.68M ﹤0.01%
107,212
-423
2555
$5.68M ﹤0.01%
422,020
-15,620
2556
$5.67M ﹤0.01%
163,493
-13,841
2557
$5.67M ﹤0.01%
675,128
-391,367
2558
$5.67M ﹤0.01%
192,523
-87,671
2559
$5.66M ﹤0.01%
95,925
-56,701
2560
$5.64M ﹤0.01%
65,182
+39,361
2561
$5.64M ﹤0.01%
98,369
-6,217
2562
$5.63M ﹤0.01%
340,002
+274,588
2563
$5.63M ﹤0.01%
279,933
-30,623
2564
$5.63M ﹤0.01%
129,840
+16,060
2565
$5.63M ﹤0.01%
233,032
+6,261
2566
$5.62M ﹤0.01%
457,652
+551
2567
$5.62M ﹤0.01%
169,988
+64,370
2568
$5.61M ﹤0.01%
633,496
-73,161
2569
$5.61M ﹤0.01%
238,290
-8,770
2570
$5.61M ﹤0.01%
1,978,962
-1,243,153
2571
$5.61M ﹤0.01%
636,499
+147,954
2572
$5.6M ﹤0.01%
468,145
+156,108
2573
$5.59M ﹤0.01%
156,530
-32,311
2574
$5.59M ﹤0.01%
121,765
+65,622
2575
$5.58M ﹤0.01%
128,341
-31,875
101 102
103
104 105