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
551
$114M 0.02%
639,657
+153,312
552
$113M 0.02%
1,004,951
+102,080
553
$113M 0.02%
6,153,517
-210,498
554
$113M 0.02%
1,476,110
-25,390
555
$113M 0.02%
902,268
-67,495
556
$112M 0.02%
6,093,339
+1,256,859
557
$112M 0.02%
1,221,813
-176,336
558
$112M 0.02%
2,432,748
+307,977
559
$112M 0.02%
2,673,451
-973,288
560
$112M 0.02%
1,716,959
-1,220,713
561
$112M 0.02%
2,975,050
+1,330,449
562
$112M 0.02%
1,591,428
+43,739
563
$111M 0.02%
504,242
+40,732
564
$111M 0.02%
3,531,750
+251,624
565
$111M 0.02%
4,565,556
-2,685,943
566
$110M 0.02%
6,293,838
-625,558
567
$110M 0.02%
729,081
-2,424
568
$109M 0.02%
1,741,370
+109,664
569
$109M 0.02%
2,002,833
-146,012
570
$108M 0.02%
987,401
+145,988
571
$108M 0.02%
886,871
+4,960
572
$108M 0.02%
6,917,627
-1,396,435
573
$107M 0.02%
2,796,437
+677,324
574
$107M 0.02%
2,624,444
+475,162
575
$107M 0.02%
3,704,342
-544,091
21 22
23
24 25