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
4351
$647K ﹤0.01%
36,927
+5,417
4352
$647K ﹤0.01%
10,306
-1,942
4353
$646K ﹤0.01%
87,493
-158,192
4354
$645K ﹤0.01%
26,297
-39,289
4355
$644K ﹤0.01%
29,536
-16,473
4356
$643K ﹤0.01%
17,991
-1,553
4357
$642K ﹤0.01%
57,210
-860
4358
$642K ﹤0.01%
11,258
-8,330
4359
$640K ﹤0.01%
35,473
+15,602
4360
$639K ﹤0.01%
17,560
-33,234
4361
$638K ﹤0.01%
40,706
-173,115
4362
$637K ﹤0.01%
145,504
+121,401
4363
$637K ﹤0.01%
51,592
-32,727
4364
$637K ﹤0.01%
+1
4365
$636K ﹤0.01%
12,420
-83,399
4366
$635K ﹤0.01%
60,393
+36,694
4367
$634K ﹤0.01%
156,016
+110,479
4368
$634K ﹤0.01%
161,710
-175,448
4369
$633K ﹤0.01%
42,873
-107,192
4370
$632K ﹤0.01%
60,431
+1,879
4371
$631K ﹤0.01%
621
+561
4372
$631K ﹤0.01%
22,659
+6,063
4373
$630K ﹤0.01%
87,627
-11,723
4374
$629K ﹤0.01%
33,447
-78,554
4375
$629K ﹤0.01%
88,529
-784,388
173 174
175
176 177