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
526
$123M 0.02%
2,671,771
-114,474
527
$123M 0.02%
1,572,525
+9,317
528
$122M 0.02%
625,802
+7,624
529
$122M 0.02%
1,734,344
+681,965
530
$121M 0.02%
2,056,252
+13,246
531
$121M 0.02%
2,004,693
-520,469
532
$121M 0.02%
743,072
-308,290
533
$120M 0.02%
5,033,387
+1,662,415
534
$120M 0.02%
3,359,917
-177,245
535
$119M 0.02%
4,773,017
-269,035
536
$118M 0.02%
1,220,670
-261,388
537
$118M 0.02%
2,753,293
+2,615,021
538
$118M 0.02%
1,408,045
-1,400
539
$118M 0.02%
2,452,677
+1,575,506
540
$118M 0.02%
7,580,507
-640,353
541
$118M 0.02%
1,997,061
+20,849
542
$117M 0.02%
3,827,319
-130,631
543
$117M 0.02%
2,107,120
-26,516
544
$117M 0.02%
2,606,548
+138,396
545
$116M 0.02%
1,139,158
+8,585
546
$116M 0.02%
2,085,809
+90,186
547
$115M 0.02%
1,555,858
-16,151
548
$114M 0.02%
3,915,288
-135,012
549
$114M 0.02%
1,143,311
+144,145
550
$114M 0.02%
948,437
-52,394
20 21
22
23 24