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
4226
$802K ﹤0.01%
34,839
-8,388
4227
$801K ﹤0.01%
71,428
+41,482
4228
$798K ﹤0.01%
62,180
-23,850
4229
$797K ﹤0.01%
32,526
+5,130
4230
$794K ﹤0.01%
21,071
-12,954
4231
$792K ﹤0.01%
97,256
-72,174
4232
$791K ﹤0.01%
4,452
+707
4233
$788K ﹤0.01%
139,011
+11,436
4234
$787K ﹤0.01%
27,174
-14,911
4235
$787K ﹤0.01%
54,151
-27,767
4236
$787K ﹤0.01%
17,487
-403
4237
$786K ﹤0.01%
1,106
-73
4238
$786K ﹤0.01%
13,640
+4,929
4239
$785K ﹤0.01%
45,109
-4,759
4240
$785K ﹤0.01%
36,506
-218,455
4241
$785K ﹤0.01%
9,497
+4,298
4242
$785K ﹤0.01%
145,505
-37,620
4243
$782K ﹤0.01%
79,642
4244
$782K ﹤0.01%
60,943
+27,774
4245
$778K ﹤0.01%
111,479
-452
4246
$777K ﹤0.01%
1,120
+663
4247
$777K ﹤0.01%
68,463
-8,710
4248
$775K ﹤0.01%
20,039
-8,999
4249
$774K ﹤0.01%
49,032
-1,220
4250
$774K ﹤0.01%
20,989
-77,505
168 169
170
171 172