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
4251
$772K ﹤0.01%
128,096
+112,410
4252
$769K ﹤0.01%
69,365
-51,235
4253
$769K ﹤0.01%
192,124
-70,931
4254
$768K ﹤0.01%
67,387
-2,063,316
4255
$767K ﹤0.01%
39,444
+7,508
4256
$766K ﹤0.01%
37,308
+30,182
4257
$765K ﹤0.01%
16,932
+8,004
4258
$765K ﹤0.01%
57,918
-138,130
4259
$764K ﹤0.01%
62,654
-8,551
4260
$763K ﹤0.01%
66,946
+52,729
4261
$762K ﹤0.01%
21,032
-2,962
4262
$762K ﹤0.01%
+60,026
4263
$759K ﹤0.01%
63,613
-2,052,545
4264
$758K ﹤0.01%
4,852
-1,002
4265
$758K ﹤0.01%
20,794
+150
4266
$757K ﹤0.01%
11,068
-946
4267
$757K ﹤0.01%
13,503
-25,104
4268
$757K ﹤0.01%
3,929
+3,256
4269
$756K ﹤0.01%
63,186
-139,946
4270
$755K ﹤0.01%
+44,986
4271
$752K ﹤0.01%
59,432
+3,451
4272
$749K ﹤0.01%
44,588
+2,020
4273
$747K ﹤0.01%
1,953
-46
4274
$747K ﹤0.01%
338,026
+145,637
4275
$746K ﹤0.01%
34,403
-17,376
169 170
171
172 173