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
2376
$6.83M ﹤0.01%
139,693
+1,286
2377
$6.83M ﹤0.01%
506,034
-8,739
2378
$6.82M ﹤0.01%
284,690
+30,682
2379
$6.81M ﹤0.01%
170,115
+39,688
2380
$6.81M ﹤0.01%
1,115,814
+316,193
2381
$6.8M ﹤0.01%
779,920
+182,882
2382
$6.8M ﹤0.01%
107,840
-1,721
2383
$6.79M ﹤0.01%
64,440
-1,685
2384
$6.77M ﹤0.01%
276,058
-84,974
2385
$6.77M ﹤0.01%
174,439
-343,248
2386
$6.77M ﹤0.01%
152,503
+7,610
2387
$6.76M ﹤0.01%
133,362
-24,639
2388
$6.76M ﹤0.01%
364,666
+26,704
2389
$6.76M ﹤0.01%
653,458
+85,675
2390
$6.75M ﹤0.01%
764,733
-114,709
2391
$6.74M ﹤0.01%
37,525
-3,868
2392
$6.74M ﹤0.01%
561,390
+12,249
2393
$6.74M ﹤0.01%
828,367
+271,129
2394
$6.72M ﹤0.01%
206,728
-15,570
2395
$6.72M ﹤0.01%
151,351
+23,376
2396
$6.71M ﹤0.01%
26,957
+1,284
2397
$6.71M ﹤0.01%
1,818,438
+1,098,178
2398
$6.69M ﹤0.01%
102,193
-209,874
2399
$6.68M ﹤0.01%
254,134
+6,365
2400
$6.66M ﹤0.01%
104,875
+57,692
94 95
96
97 98