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
2176
$8.29M ﹤0.01%
86,304
+28,009
2177
$8.27M ﹤0.01%
82,533
-191,722
2178
$8.26M ﹤0.01%
2,780,077
-39,958
2179
$8.26M ﹤0.01%
1,006,819
-50,655
2180
$8.25M ﹤0.01%
3,512,278
+266,236
2181
$8.25M ﹤0.01%
203,322
-22,697
2182
$8.24M ﹤0.01%
134,729
-14,525
2183
$8.24M ﹤0.01%
733,811
+119,206
2184
$8.23M ﹤0.01%
39,949
-10,073
2185
$8.22M ﹤0.01%
320,196
-14,457
2186
$8.2M ﹤0.01%
29,321
+1,404
2187
$8.18M ﹤0.01%
2,134,167
+1,688,474
2188
$8.17M ﹤0.01%
144,311
+3,425
2189
$8.16M ﹤0.01%
270,652
+8,017
2190
$8.16M ﹤0.01%
334,723
-79,079
2191
$8.14M ﹤0.01%
331,435
+1,197
2192
$8.14M ﹤0.01%
386,583
+85,732
2193
$8.14M ﹤0.01%
169,015
-43,049
2194
$8.13M ﹤0.01%
978,052
+17,859
2195
$8.07M ﹤0.01%
311,430
+15,872
2196
$8.07M ﹤0.01%
205,269
-79,049
2197
$8.07M ﹤0.01%
89,280
-10,468
2198
$8.06M ﹤0.01%
236,849
+38,901
2199
$8.05M ﹤0.01%
1,438,038
-4,460,049
2200
$8.05M ﹤0.01%
250,568
+30,170
86 87
88
89 90