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
4076
$1.02M ﹤0.01%
+43,245
4077
$1.02M ﹤0.01%
63,182
+14,087
4078
$1.01M ﹤0.01%
74,262
-3,660
4079
$1.01M ﹤0.01%
39,527
+383
4080
$1.01M ﹤0.01%
52,573
+30,702
4081
$1M ﹤0.01%
956,275
+151,514
4082
$1M ﹤0.01%
38,462
-31,528
4083
$1M ﹤0.01%
69,047
-24,402
4084
$1M ﹤0.01%
23,409
-7,821
4085
$996K ﹤0.01%
26,260
-6,232
4086
$996K ﹤0.01%
+147,381
4087
$991K ﹤0.01%
34,471
-33,284
4088
$986K ﹤0.01%
74,137
-1,450
4089
$986K ﹤0.01%
45,817
+2,683
4090
$984K ﹤0.01%
364,172
+333,644
4091
$982K ﹤0.01%
38,973
+1,585
4092
$981K ﹤0.01%
130,287
+24,071
4093
$981K ﹤0.01%
45,960
-2,294
4094
$980K ﹤0.01%
79,892
+2,146
4095
$978K ﹤0.01%
51,761
-6,441
4096
$977K ﹤0.01%
410,179
-135,070
4097
$976K ﹤0.01%
11,524
+1,553
4098
$975K ﹤0.01%
24,917
-102
4099
$974K ﹤0.01%
251,038
+163,848
4100
$973K ﹤0.01%
115,168
-223,780
162 163
164
165 166