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
4376
$629K ﹤0.01%
232,937
-37,837
4377
$628K ﹤0.01%
96,169
-37,755
4378
$624K ﹤0.01%
22,394
-12,795
4379
$624K ﹤0.01%
20,088
-8,660
4380
$624K ﹤0.01%
176,353
-34,917
4381
$623K ﹤0.01%
47,379
+37,779
4382
$623K ﹤0.01%
47,022
-55,857
4383
$623K ﹤0.01%
12,459
-1,961
4384
$622K ﹤0.01%
1,662
+309
4385
$616K ﹤0.01%
35,617
+10,896
4386
$615K ﹤0.01%
22,817
-14,749
4387
$615K ﹤0.01%
22,896
-8,325
4388
$615K ﹤0.01%
99,134
-26,276
4389
$614K ﹤0.01%
74,793
-16,438
4390
$613K ﹤0.01%
57,226
+44,080
4391
$613K ﹤0.01%
28,648
-18,577
4392
$612K ﹤0.01%
172,780
+84,990
4393
$610K ﹤0.01%
69,787
+50,094
4394
$609K ﹤0.01%
243,862
+144,692
4395
$608K ﹤0.01%
104,843
-2,000
4396
$607K ﹤0.01%
84,363
-1,855
4397
$606K ﹤0.01%
50,160
+44,379
4398
$606K ﹤0.01%
48,066
-176
4399
$605K ﹤0.01%
1,320
-110
4400
$604K ﹤0.01%
15,632
-6,129
174 175
176
177 178