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
4176
$876K ﹤0.01%
34,856
+1,928
4177
$876K ﹤0.01%
89,543
+54,721
4178
$875K ﹤0.01%
12,922
-75,247
4179
$875K ﹤0.01%
45,022
-44,848
4180
$872K ﹤0.01%
306,706
+6,070
4181
$871K ﹤0.01%
72,090
+61,655
4182
$870K ﹤0.01%
26,529
-1,787
4183
$866K ﹤0.01%
79,170
-8,562
4184
$866K ﹤0.01%
58,989
-13,084
4185
$863K ﹤0.01%
88,102
-53,607
4186
$861K ﹤0.01%
83,088
+46,424
4187
$860K ﹤0.01%
166,219
-215,592
4188
$859K ﹤0.01%
50,224
+11,601
4189
$856K ﹤0.01%
54,466
+4,687
4190
$852K ﹤0.01%
60,123
+17,175
4191
$851K ﹤0.01%
343,119
-181,579
4192
$851K ﹤0.01%
99,768
-10,836
4193
$851K ﹤0.01%
107,904
+24,901
4194
$850K ﹤0.01%
92,059
-13,053
4195
$850K ﹤0.01%
59,205
+47,460
4196
$848K ﹤0.01%
55,800
-119,746
4197
$847K ﹤0.01%
41,794
+2,412
4198
$845K ﹤0.01%
27,981
+786
4199
$842K ﹤0.01%
12,979
+4,851
4200
$841K ﹤0.01%
19,422
+15
166 167
168
169 170