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
4726
$311K ﹤0.01%
11,466
+7,575
4727
$310K ﹤0.01%
6,124
-43,577
4728
$309K ﹤0.01%
13,156
-6,940
4729
$308K ﹤0.01%
23,187
+2,377
4730
$308K ﹤0.01%
25,942
-661
4731
$307K ﹤0.01%
3,469
+3,222
4732
$307K ﹤0.01%
262,007
+163,431
4733
$307K ﹤0.01%
1,853
+1,039
4734
$306K ﹤0.01%
3,911
-808
4735
$306K ﹤0.01%
46,340
+13,050
4736
$306K ﹤0.01%
39,847
-80,064
4737
$305K ﹤0.01%
28,774
+14,583
4738
$305K ﹤0.01%
1,312,560
+128,304
4739
$304K ﹤0.01%
19,695
-363
4740
$304K ﹤0.01%
21,011
-5,285
4741
$303K ﹤0.01%
49,051
+15,350
4742
$302K ﹤0.01%
1,037
-703
4743
$302K ﹤0.01%
43,712
-1,893
4744
$301K ﹤0.01%
23,539
-2,222
4745
$300K ﹤0.01%
56,095
+38,648
4746
$296K ﹤0.01%
6,033
-1,700
4747
$296K ﹤0.01%
12,144
-1,276
4748
$295K ﹤0.01%
93,174
-48,448
4749
$295K ﹤0.01%
21,784
-632
4750
$295K ﹤0.01%
50,765
-9,901
188 189
190
191 192