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
2651
$5.11M ﹤0.01%
82,325
-3,023
2652
$5.11M ﹤0.01%
457,095
-122,413
2653
$5.08M ﹤0.01%
82,989
+25,661
2654
$5.08M ﹤0.01%
320,470
-41,832
2655
$5.08M ﹤0.01%
67,428
+6,561
2656
$5.08M ﹤0.01%
481,043
-23,391
2657
$5.08M ﹤0.01%
121,562
+112,294
2658
$5.07M ﹤0.01%
201,389
+87,879
2659
$5.06M ﹤0.01%
30,476
+3,675
2660
$5.05M ﹤0.01%
488,111
-17,241
2661
$5.03M ﹤0.01%
79,618
-15,002
2662
$5.03M ﹤0.01%
239,060
+25,969
2663
$5.03M ﹤0.01%
297,491
-1,880
2664
$5.03M ﹤0.01%
51,457
-17,481
2665
$5.03M ﹤0.01%
1,814,649
+865,788
2666
$5.02M ﹤0.01%
67,352
-8,708
2667
$5.02M ﹤0.01%
51,182
-444
2668
$5.01M ﹤0.01%
4,875
-1,534
2669
$5.01M ﹤0.01%
518,768
-107,920
2670
$4.98M ﹤0.01%
488,453
+106,458
2671
$4.98M ﹤0.01%
240,421
+73,796
2672
$4.97M ﹤0.01%
91,005
+45,818
2673
$4.97M ﹤0.01%
450,048
+301,568
2674
$4.97M ﹤0.01%
210,588
+168,697
2675
$4.97M ﹤0.01%
132,612
+127
105 106
107
108 109