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
6101
$9K ﹤0.01%
3,469
-4
6102
$9K ﹤0.01%
+1,500
6103
$9K ﹤0.01%
418
6104
$9K ﹤0.01%
373
6105
$9K ﹤0.01%
173
-386
6106
$9K ﹤0.01%
3
6107
$9K ﹤0.01%
104
+53
6108
$9K ﹤0.01%
2,800
6109
$9K ﹤0.01%
360
6110
$9K ﹤0.01%
+24,319
6111
$9K ﹤0.01%
+750
6112
$9K ﹤0.01%
486
-1,062
6113
$9K ﹤0.01%
4,259
+2,330
6114
$9K ﹤0.01%
1,400
6115
$8K ﹤0.01%
215
-918
6116
$8K ﹤0.01%
+8
6117
$8K ﹤0.01%
803
-71
6118
$8K ﹤0.01%
379
-37
6119
$8K ﹤0.01%
1,289
-4,157
6120
$8K ﹤0.01%
+1,277
6121
$8K ﹤0.01%
284
-89
6122
$8K ﹤0.01%
80
6123
$8K ﹤0.01%
348
6124
$8K ﹤0.01%
252
+10
6125
$8K ﹤0.01%
14
-18