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
4201
$837K ﹤0.01%
63,856
+44,216
4202
$837K ﹤0.01%
78,360
+24,306
4203
$835K ﹤0.01%
65,215
-695
4204
$833K ﹤0.01%
96,581
+20,450
4205
$832K ﹤0.01%
26,766
-5,543
4206
$831K ﹤0.01%
40,532
+37,840
4207
$830K ﹤0.01%
175,516
+12,097
4208
$828K ﹤0.01%
31,153
+1,937
4209
$828K ﹤0.01%
122,269
+80,595
4210
$827K ﹤0.01%
9,467
-3,743
4211
$826K ﹤0.01%
28,172
-7,595
4212
$825K ﹤0.01%
27,374
-961
4213
$824K ﹤0.01%
30,800
-25,919
4214
$823K ﹤0.01%
32,270
+19,217
4215
$821K ﹤0.01%
+13,701
4216
$821K ﹤0.01%
18,856
-562
4217
$820K ﹤0.01%
45,970
-359
4218
$816K ﹤0.01%
53,800
+18,112
4219
$812K ﹤0.01%
3,143
+1,058
4220
$811K ﹤0.01%
24,851
-22,271
4221
$809K ﹤0.01%
27,218
+792
4222
$807K ﹤0.01%
114,468
-30,425
4223
$806K ﹤0.01%
16,782
-4,141
4224
$805K ﹤0.01%
26,843
-1,024
4225
$803K ﹤0.01%
20,860
-2,044
167 168
169
170 171