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
2301
$7.37M ﹤0.01%
232,228
+24,899
2302
$7.36M ﹤0.01%
166,082
-2,060
2303
$7.35M ﹤0.01%
124,440
+13,299
2304
$7.33M ﹤0.01%
420,838
+10,359
2305
$7.32M ﹤0.01%
273,358
+94,413
2306
$7.3M ﹤0.01%
282,969
+38,292
2307
$7.3M ﹤0.01%
3,040,691
+222,820
2308
$7.29M ﹤0.01%
208,208
-617,505
2309
$7.28M ﹤0.01%
1,370,864
-310,481
2310
$7.28M ﹤0.01%
1,455,587
-1,732,213
2311
$7.27M ﹤0.01%
170,155
-8,626
2312
$7.27M ﹤0.01%
231,576
-251,780
2313
$7.27M ﹤0.01%
105,519
-32,409
2314
$7.26M ﹤0.01%
586,745
-744,085
2315
$7.26M ﹤0.01%
54,086
-182
2316
$7.25M ﹤0.01%
1,194,742
-98,635
2317
$7.23M ﹤0.01%
1,189,605
-389,896
2318
$7.22M ﹤0.01%
671,961
+79,559
2319
$7.21M ﹤0.01%
1,619,351
+199,955
2320
$7.2M ﹤0.01%
308,974
-19,295
2321
$7.2M ﹤0.01%
+330,225
2322
$7.2M ﹤0.01%
442,346
+365,594
2323
$7.19M ﹤0.01%
294,904
+17,401
2324
$7.17M ﹤0.01%
222,283
+1,907
2325
$7.15M ﹤0.01%
50,444
+2,142
91 92
93
94 95