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
4326
$679K ﹤0.01%
8,964
-2,056
4327
$676K ﹤0.01%
134,330
-23,128
4328
$674K ﹤0.01%
2,407,590
+1,524,899
4329
$674K ﹤0.01%
48,852
-4,970
4330
$673K ﹤0.01%
200,675
-96,176
4331
$671K ﹤0.01%
60,400
-34,311
4332
$670K ﹤0.01%
26,885
+5,728
4333
$666K ﹤0.01%
48,212
-13,163
4334
$665K ﹤0.01%
97,574
+3,979
4335
$664K ﹤0.01%
193,397
-18,996
4336
$663K ﹤0.01%
59,437
-125
4337
$663K ﹤0.01%
70,630
-1,412
4338
$663K ﹤0.01%
21,535
+9,114
4339
$660K ﹤0.01%
101,726
-114,815
4340
$660K ﹤0.01%
100,002
-1,478
4341
$658K ﹤0.01%
26,842
+7,398
4342
$656K ﹤0.01%
3,565
-325
4343
$655K ﹤0.01%
256,878
+34,128
4344
$653K ﹤0.01%
13,193
-10,166
4345
$652K ﹤0.01%
28,396
-4,965
4346
$652K ﹤0.01%
21,719
-12,647
4347
$651K ﹤0.01%
25,466
-37,711
4348
$648K ﹤0.01%
32,475
-33,900
4349
$648K ﹤0.01%
15,736
+4,990
4350
$647K ﹤0.01%
5,266
+331
172 173
174
175 176