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
2451
$6.35M ﹤0.01%
1,252,034
-820,313
2452
$6.34M ﹤0.01%
109,089
+79,259
2453
$6.34M ﹤0.01%
379,904
+298,984
2454
$6.33M ﹤0.01%
674,184
-1,996,544
2455
$6.33M ﹤0.01%
32,083
+30,815
2456
$6.32M ﹤0.01%
177,483
+133,959
2457
$6.32M ﹤0.01%
254,063
-58,519
2458
$6.32M ﹤0.01%
367,016
-600,456
2459
$6.3M ﹤0.01%
1,035,362
-821,009
2460
$6.3M ﹤0.01%
469,595
-27,292
2461
$6.29M ﹤0.01%
250,764
+203,054
2462
$6.28M ﹤0.01%
121,523
-46,878
2463
$6.27M ﹤0.01%
32,667
-33,383
2464
$6.25M ﹤0.01%
472,235
+156,780
2465
$6.25M ﹤0.01%
316,934
-302,267
2466
$6.24M ﹤0.01%
172,592
-25,557
2467
$6.24M ﹤0.01%
225,023
-108,939
2468
$6.24M ﹤0.01%
67,278
-8,762
2469
$6.23M ﹤0.01%
145,576
-3,331
2470
$6.23M ﹤0.01%
888,409
+697,298
2471
$6.23M ﹤0.01%
156,655
+23,046
2472
$6.22M ﹤0.01%
68,509
-12,513
2473
$6.21M ﹤0.01%
398,122
-31,975
2474
$6.21M ﹤0.01%
+159,716
2475
$6.21M ﹤0.01%
125,168
+22,211
97 98
99
100 101