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
4576
$415K ﹤0.01%
35,690
-54,888
4577
$414K ﹤0.01%
24,854
-805
4578
$413K ﹤0.01%
12,706
-13,767
4579
$413K ﹤0.01%
37,119
-12,587
4580
$413K ﹤0.01%
23,825
+2,740
4581
$412K ﹤0.01%
8,443
+415
4582
$411K ﹤0.01%
37,284
-25
4583
$409K ﹤0.01%
47,426
+1,000
4584
$405K ﹤0.01%
42,591
-40,752
4585
$404K ﹤0.01%
13,049
-158,985
4586
$403K ﹤0.01%
+21,384
4587
$403K ﹤0.01%
10,610
-700
4588
$403K ﹤0.01%
12,000
4589
$402K ﹤0.01%
26,532
+9,426
4590
$402K ﹤0.01%
46,314
+30,491
4591
$400K ﹤0.01%
50,015
+19,325
4592
$400K ﹤0.01%
11,426
+9,494
4593
$399K ﹤0.01%
289,275
+83,772
4594
$398K ﹤0.01%
14,019
-23,980
4595
$398K ﹤0.01%
29,150
-1,636
4596
$398K ﹤0.01%
20,814
-5,608
4597
$397K ﹤0.01%
327
+278
4598
$396K ﹤0.01%
94,229
-1,363
4599
$396K ﹤0.01%
+13,155
4600
$395K ﹤0.01%
11,240
+2,869
182 183
184
185 186