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
6501
– –
-63,859
6502
– –
-1,301
6503
– –
-763
6504
– –
-118,214
6505
$0 ﹤0.01%
1
6506
$0 ﹤0.01%
3
+2
6507
– –
-17,436
6508
$0 ﹤0.01%
2
6509
– –
-634
6510
– –
-2,883
6511
$0 ﹤0.01%
6
6512
– –
0
6513
– –
-194,116
6514
– –
-584,591
6515
$0 ﹤0.01%
30
-150
6516
– –
-11,401
6517
– –
-63,080
6518
– –
-9,599
6519
– –
-9,198
6520
– –
-1,000
6521
$0 ﹤0.01%
5
6522
$0 ﹤0.01%
+125
6523
– –
-10,699
6524
$0 ﹤0.01%
50
6525
– –
-431,015
259 260
261
262 263