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
2051
$9.53M ﹤0.01%
216,179
+63,853
2052
$9.53M ﹤0.01%
134,896
+41,769
2053
$9.53M ﹤0.01%
1,122,220
-26,380
2054
$9.52M ﹤0.01%
179,664
+30,937
2055
$9.51M ﹤0.01%
106,949
+31,945
2056
$9.47M ﹤0.01%
309,421
+168,958
2057
$9.46M ﹤0.01%
159,838
+91,007
2058
$9.46M ﹤0.01%
43,675
+8,918
2059
$9.43M ﹤0.01%
803,552
-1,994
2060
$9.42M ﹤0.01%
206,707
+11,186
2061
$9.42M ﹤0.01%
259,632
-6,037
2062
$9.4M ﹤0.01%
564,924
-169,988
2063
$9.4M ﹤0.01%
89,033
+61,403
2064
$9.39M ﹤0.01%
264,873
-29,747
2065
$9.38M ﹤0.01%
206,703
-14,253
2066
$9.37M ﹤0.01%
278,614
-26,524
2067
$9.36M ﹤0.01%
212,067
-70,096
2068
$9.35M ﹤0.01%
307,852
-108,037
2069
$9.34M ﹤0.01%
283,223
+77,000
2070
$9.33M ﹤0.01%
177,333
-4,268
2071
$9.32M ﹤0.01%
560,528
+112,916
2072
$9.31M ﹤0.01%
350,014
-17,108
2073
$9.3M ﹤0.01%
361,386
-79,636
2074
$9.29M ﹤0.01%
160,558
+45,970
2075
$9.27M ﹤0.01%
1,558,330
+38,601