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
4626
$378K ﹤0.01%
+24,801
4627
$376K ﹤0.01%
25,472
-19,606
4628
$376K ﹤0.01%
29,085
-10,751
4629
$375K ﹤0.01%
30,654
+603
4630
$375K ﹤0.01%
13,725
-53
4631
$373K ﹤0.01%
30,700
+19,563
4632
$373K ﹤0.01%
12,103
-3,673
4633
$372K ﹤0.01%
15,417
+6,844
4634
$371K ﹤0.01%
20,940
-93,994
4635
$371K ﹤0.01%
33,327
-5,814
4636
$369K ﹤0.01%
85,522
-244,636
4637
$368K ﹤0.01%
26,979
+1,102
4638
$368K ﹤0.01%
16,256
+14,556
4639
$368K ﹤0.01%
150,848
-25,347
4640
$367K ﹤0.01%
29,658
-18,235
4641
$365K ﹤0.01%
159,199
+61,346
4642
$365K ﹤0.01%
287,104
-824
4643
$364K ﹤0.01%
10,588
-21,872
4644
$364K ﹤0.01%
13,840
+12,672
4645
$361K ﹤0.01%
27,358
+7,872
4646
$361K ﹤0.01%
24,939
+7,657
4647
$361K ﹤0.01%
20,636
-23,093
4648
$360K ﹤0.01%
5,407
-37,276
4649
$358K ﹤0.01%
48,516
+19,930
4650
$358K ﹤0.01%
33,267
-3,617
184 185
186
187 188