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
601
$95.9M 0.02%
+5,514,616
602
$95.6M 0.02%
1,404,571
-137,198
603
$95.6M 0.02%
6,333,342
-664,923
604
$95.4M 0.02%
1,736,939
+223,191
605
$95.3M 0.02%
1,285,152
-2,319,703
606
$94.9M 0.02%
1,017,238
+118,184
607
$94.7M 0.02%
995,010
+254,004
608
$94.3M 0.02%
903,995
-87,064
609
$94.2M 0.02%
8,327,224
+624,440
610
$94M 0.02%
7,320,950
+320,057
611
$93.7M 0.02%
1,525,593
+397,400
612
$93.4M 0.02%
1,195,130
+276,131
613
$93M 0.02%
4,897,367
+793,649
614
$92.6M 0.02%
700,962
+55,265
615
$92.6M 0.02%
905,808
-521,891
616
$92.5M 0.02%
6,324,056
+2,537,934
617
$92.4M 0.02%
2,272,974
-330,681
618
$92.4M 0.02%
2,229,112
+869,989
619
$92.4M 0.02%
1,110,792
+287,468
620
$92.2M 0.02%
904,185
+90,220
621
$92.1M 0.02%
4,287,845
-79,800
622
$91.7M 0.02%
+1,650,072
623
$91.3M 0.02%
8,097,563
-208,521
624
$91.1M 0.02%
1,151,661
+277,654
625
$90.7M 0.02%
1,961,301
+348,321
23 24
25
26 27