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
4751
$293K ﹤0.01%
35,508
-4,922
4752
$292K ﹤0.01%
10,215
4753
$292K ﹤0.01%
465
-324
4754
$291K ﹤0.01%
2,620
-157
4755
$290K ﹤0.01%
21,262
-9,102
4756
$290K ﹤0.01%
22,696
+2,550
4757
$290K ﹤0.01%
18,075
-494
4758
$289K ﹤0.01%
20,685
-88,138
4759
$289K ﹤0.01%
5,675
4760
$289K ﹤0.01%
13,199
+4,935
4761
$288K ﹤0.01%
8,698
-336
4762
$288K ﹤0.01%
17,074
+9,904
4763
$288K ﹤0.01%
+56
4764
$288K ﹤0.01%
45,728
+41,709
4765
$287K ﹤0.01%
10,415
-1,670
4766
$287K ﹤0.01%
8,685
-270
4767
$286K ﹤0.01%
24,281
-27,407
4768
$285K ﹤0.01%
14,071
+4,693
4769
$283K ﹤0.01%
9,015
+3,323
4770
$282K ﹤0.01%
9,096
-2,028
4771
$281K ﹤0.01%
10,891
-27,201
4772
$280K ﹤0.01%
12,816
-18,290
4773
$279K ﹤0.01%
2,639
+276
4774
$279K ﹤0.01%
11,928
-6
4775
$278K ﹤0.01%
33,999
+9,671
189 190
191
192 193