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
4126
$929K ﹤0.01%
48,978
-7,474
4127
$928K ﹤0.01%
48,153
-53,868
4128
$927K ﹤0.01%
19,854
-8,484
4129
$927K ﹤0.01%
50,940
-9,178
4130
$925K ﹤0.01%
47,056
-1,942
4131
$925K ﹤0.01%
58,395
+25,949
4132
$924K ﹤0.01%
34,084
-4,415
4133
$924K ﹤0.01%
13,298
-660
4134
$923K ﹤0.01%
25,585
+2,860
4135
$923K ﹤0.01%
68,640
-19,052
4136
$920K ﹤0.01%
43,353
-29,351
4137
$920K ﹤0.01%
70,970
-5,722
4138
$917K ﹤0.01%
11,190
-20,064
4139
$917K ﹤0.01%
91,598
-112,830
4140
$910K ﹤0.01%
133,014
+25,300
4141
$908K ﹤0.01%
44,151
-9,581
4142
$906K ﹤0.01%
334,406
+17,774
4143
$904K ﹤0.01%
75,067
+7,263
4144
$903K ﹤0.01%
46,661
-7,719
4145
$903K ﹤0.01%
38,492
-1,704
4146
$903K ﹤0.01%
78,162
-6,614
4147
$901K ﹤0.01%
44,598
+2,048
4148
$901K ﹤0.01%
36,591
+15,891
4149
$900K ﹤0.01%
65,688
+928
4150
$898K ﹤0.01%
40,460
-12,263
164 165
166
167 168