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
4776
$277K ﹤0.01%
21,735
+8,685
4777
$276K ﹤0.01%
21,768
+9,948
4778
$275K ﹤0.01%
10,855
-13,838
4779
$274K ﹤0.01%
9,060
+4,626
4780
$274K ﹤0.01%
13,587
-2,487
4781
$274K ﹤0.01%
13,757
-1,983
4782
$274K ﹤0.01%
+2,544
4783
$274K ﹤0.01%
519,265
-360,119
4784
$273K ﹤0.01%
4,038
-650
4785
$272K ﹤0.01%
9,228
+1,047
4786
$272K ﹤0.01%
39,382
-7,792
4787
$271K ﹤0.01%
9,845
-2,997
4788
$271K ﹤0.01%
39,368
-2,608
4789
$271K ﹤0.01%
16,388
+2,586
4790
$271K ﹤0.01%
19,894
4791
$270K ﹤0.01%
+12,014
4792
$269K ﹤0.01%
11,308
-78,429
4793
$266K ﹤0.01%
43,823
+21,070
4794
$266K ﹤0.01%
3,291
+3,119
4795
$266K ﹤0.01%
30,244
+11,072
4796
$266K ﹤0.01%
21,497
-2,260
4797
$266K ﹤0.01%
13,109
-988
4798
$266K ﹤0.01%
7,583
+6,665
4799
$265K ﹤0.01%
6,051
-10,994
4800
$265K ﹤0.01%
571
-280
190 191
192
193 194