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
2226
$7.84M ﹤0.01%
157,205
-3,402
2227
$7.84M ﹤0.01%
117,261
+85,338
2228
$7.83M ﹤0.01%
445,101
+27,869
2229
$7.82M ﹤0.01%
149,328
+43,978
2230
$7.82M ﹤0.01%
942,317
-3,452,546
2231
$7.82M ﹤0.01%
752,555
-25,900
2232
$7.81M ﹤0.01%
355,336
+44,953
2233
$7.8M ﹤0.01%
278,641
-998,940
2234
$7.79M ﹤0.01%
117,568
+28,713
2235
$7.77M ﹤0.01%
178,091
+35,011
2236
$7.76M ﹤0.01%
200,132
+54,383
2237
$7.75M ﹤0.01%
736,551
+538,182
2238
$7.75M ﹤0.01%
294,013
+147,703
2239
$7.73M ﹤0.01%
329,247
+71,836
2240
$7.73M ﹤0.01%
48,144
+803
2241
$7.72M ﹤0.01%
716,454
-16,818
2242
$7.7M ﹤0.01%
426,774
+20,581
2243
$7.7M ﹤0.01%
69,409
-216,984
2244
$7.7M ﹤0.01%
191,024
-37,303
2245
$7.7M ﹤0.01%
125,055
+123,467
2246
$7.68M ﹤0.01%
298,925
-5,853
2247
$7.68M ﹤0.01%
273,215
+95,847
2248
$7.66M ﹤0.01%
315,199
+24,739
2249
$7.65M ﹤0.01%
102,957
-227,110
2250
$7.64M ﹤0.01%
336,666
-2,499,056
88 89
90
91 92