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
4501
$494K ﹤0.01%
3,449
+3,447
4502
$494K ﹤0.01%
28,826
-62,756
4503
$493K ﹤0.01%
14,421
-48
4504
$492K ﹤0.01%
45,344
+8,357
4505
$491K ﹤0.01%
405
-311
4506
$490K ﹤0.01%
43,178
+16,912
4507
$490K ﹤0.01%
16,651
-10,412
4508
$489K ﹤0.01%
53,590
-22,227
4509
$488K ﹤0.01%
27,205
+6,255
4510
$488K ﹤0.01%
21,675
+1,994
4511
$488K ﹤0.01%
169,001
-1,471,073
4512
$487K ﹤0.01%
28,372
-78,312
4513
$484K ﹤0.01%
43,634
-9,753
4514
$483K ﹤0.01%
10,131
-6,733
4515
$483K ﹤0.01%
21,742
+307
4516
$483K ﹤0.01%
110,041
-153,805
4517
$482K ﹤0.01%
23,500
-4,650
4518
$482K ﹤0.01%
49,217
-3,360
4519
$482K ﹤0.01%
24,688
-7,077
4520
$480K ﹤0.01%
31,888
-62,168
4521
$480K ﹤0.01%
59,529
-1,233
4522
$479K ﹤0.01%
33,969
+1,592
4523
$479K ﹤0.01%
51,142
-45,207
4524
$478K ﹤0.01%
32,413
-700
4525
$477K ﹤0.01%
17,453
-211
179 180
181
182 183