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
2326
$7.15M ﹤0.01%
182,712
-42,770
2327
$7.14M ﹤0.01%
130,947
-2,358
2328
$7.14M ﹤0.01%
50,291
-42,765
2329
$7.13M ﹤0.01%
110,998
+101,714
2330
$7.12M ﹤0.01%
809,565
+21,455
2331
$7.1M ﹤0.01%
702,689
+625,411
2332
$7.1M ﹤0.01%
415,814
+223,503
2333
$7.09M ﹤0.01%
1,013,108
+121,781
2334
$7.09M ﹤0.01%
166,829
+115,747
2335
$7.08M ﹤0.01%
605,432
-76,157
2336
$7.08M ﹤0.01%
223,341
+73,184
2337
$7.07M ﹤0.01%
122,797
-5,563
2338
$7.07M ﹤0.01%
445,771
-60,792
2339
$7.06M ﹤0.01%
170,882
+64,924
2340
$7.05M ﹤0.01%
716,873
-33,806
2341
$7.05M ﹤0.01%
50,729
-204,185
2342
$7.04M ﹤0.01%
80,904
-54,613
2343
$7.04M ﹤0.01%
531,305
-206,928
2344
$7.04M ﹤0.01%
144,591
+119,864
2345
$7.04M ﹤0.01%
264,187
+42,780
2346
$7.04M ﹤0.01%
279,701
+185,473
2347
$7.03M ﹤0.01%
735,523
+120,183
2348
$7.03M ﹤0.01%
92,438
-11,292
2349
$7.02M ﹤0.01%
189,849
+158,626
2350
$7.01M ﹤0.01%
116,693
-31,132
92 93
94
95 96