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
4601
$394K ﹤0.01%
18,957
+7,271
4602
$393K ﹤0.01%
42,431
-19,389
4603
$392K ﹤0.01%
60,293
-1,004
4604
$392K ﹤0.01%
72,862
+30,190
4605
$392K ﹤0.01%
35,190
-217,608
4606
$391K ﹤0.01%
9,444
+1,892
4607
$390K ﹤0.01%
54,006
+44,378
4608
$390K ﹤0.01%
98,300
-32,776
4609
$390K ﹤0.01%
29,227
-5,617
4610
$388K ﹤0.01%
9,643
-17,792
4611
$387K ﹤0.01%
11,174
-6,486
4612
$386K ﹤0.01%
33,573
+4,440
4613
$385K ﹤0.01%
19,142
-19,805
4614
$385K ﹤0.01%
18,367
-20,431
4615
$385K ﹤0.01%
16,594
-2,754
4616
$385K ﹤0.01%
40,132
+26,998
4617
$383K ﹤0.01%
41,860
+17,879
4618
$383K ﹤0.01%
26,583
+230
4619
$382K ﹤0.01%
144,453
-1,056,664
4620
$381K ﹤0.01%
18,123
+4,966
4621
$380K ﹤0.01%
49,732
+15,889
4622
$379K ﹤0.01%
3,118
+2,714
4623
$379K ﹤0.01%
23,525
+1,655
4624
$379K ﹤0.01%
20,622
-123,384
4625
$378K ﹤0.01%
27,389
+7,134
183 184
185
186 187