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
2126
$8.69M ﹤0.01%
264,867
+60,971
2127
$8.69M ﹤0.01%
817,741
-4,596
2128
$8.68M ﹤0.01%
70,913
-1,984
2129
$8.65M ﹤0.01%
208,309
-158,565
2130
$8.65M ﹤0.01%
295,704
-158,968
2131
$8.65M ﹤0.01%
747,545
+108,793
2132
$8.65M ﹤0.01%
235,154
+138,539
2133
$8.62M ﹤0.01%
112,877
+66,027
2134
$8.61M ﹤0.01%
195,299
-8,037
2135
$8.58M ﹤0.01%
311,852
+122,972
2136
$8.58M ﹤0.01%
103,745
+7,905
2137
$8.58M ﹤0.01%
536,984
+7,213
2138
$8.57M ﹤0.01%
675,123
-53,944
2139
$8.56M ﹤0.01%
216,288
-60,804
2140
$8.56M ﹤0.01%
202,168
-72,436
2141
$8.56M ﹤0.01%
57,988
+18,130
2142
$8.54M ﹤0.01%
87,508
-8,573
2143
$8.54M ﹤0.01%
498,117
+210,121
2144
$8.53M ﹤0.01%
67,615
-4,866
2145
$8.52M ﹤0.01%
140,856
-12,593
2146
$8.52M ﹤0.01%
183,480
+62,986
2147
$8.51M ﹤0.01%
113,332
-7,010
2148
$8.51M ﹤0.01%
231,996
-87,036
2149
$8.51M ﹤0.01%
172,065
-75,387
2150
$8.48M ﹤0.01%
315,772
+63,929
84 85
86
87 88