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
4651
$358K ﹤0.01%
25,015
+9,120
4652
$356K ﹤0.01%
101,650
-60,026
4653
$356K ﹤0.01%
85,571
-19,254
4654
$356K ﹤0.01%
+14,950
4655
$354K ﹤0.01%
4,123
-4,817
4656
$353K ﹤0.01%
692
-10
4657
$353K ﹤0.01%
23,286
+1,938
4658
$353K ﹤0.01%
68,498
-75,483
4659
$353K ﹤0.01%
189
+127
4660
$353K ﹤0.01%
1,460
-752
4661
$353K ﹤0.01%
7,149
-5,061
4662
$351K ﹤0.01%
12,354
+296
4663
$351K ﹤0.01%
107,901
-1,416
4664
$349K ﹤0.01%
48,478
-14,148
4665
$349K ﹤0.01%
14,239
+13,555
4666
$348K ﹤0.01%
24,405
+1,067
4667
$348K ﹤0.01%
5,298
-756
4668
$346K ﹤0.01%
10,491
-2,094
4669
$346K ﹤0.01%
6,594
+4,388
4670
$345K ﹤0.01%
63,075
-107,766
4671
$345K ﹤0.01%
41,116
+3,993
4672
$345K ﹤0.01%
32,325
-11,744
4673
$344K ﹤0.01%
26,899
-572
4674
$344K ﹤0.01%
13,657
-1,155
4675
$344K ﹤0.01%
4,750
+927
185 186
187
188 189