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
2601
$5.45M ﹤0.01%
393,572
-10,130
2602
$5.45M ﹤0.01%
+627,564
2603
$5.44M ﹤0.01%
207,594
+80,215
2604
$5.44M ﹤0.01%
111,392
-4,989
2605
$5.44M ﹤0.01%
623,411
+229,026
2606
$5.43M ﹤0.01%
136,287
+45,505
2607
$5.42M ﹤0.01%
122,729
+8,554
2608
$5.41M ﹤0.01%
200,880
+74,080
2609
$5.41M ﹤0.01%
603,418
-522,735
2610
$5.39M ﹤0.01%
267,710
-119,106
2611
$5.39M ﹤0.01%
246,324
+29,822
2612
$5.39M ﹤0.01%
196,823
-83,790
2613
$5.38M ﹤0.01%
2,119,558
+1,224,618
2614
$5.38M ﹤0.01%
57,678
-19,437
2615
$5.38M ﹤0.01%
209,397
+97,345
2616
$5.37M ﹤0.01%
20,479
+871
2617
$5.36M ﹤0.01%
222,324
+10,989
2618
$5.35M ﹤0.01%
167,455
+13,962
2619
$5.33M ﹤0.01%
214,017
-30,913
2620
$5.33M ﹤0.01%
94,936
+26,004
2621
$5.33M ﹤0.01%
157,765
+13,676
2622
$5.32M ﹤0.01%
727,239
+128,850
2623
$5.31M ﹤0.01%
64,785
+598
2624
$5.28M ﹤0.01%
720,896
+353,590
2625
$5.28M ﹤0.01%
319,230
+390
103 104
105
106 107