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
4851
$240K ﹤0.01%
6,435
-1,648
4852
$239K ﹤0.01%
20,254
-4,507
4853
$238K ﹤0.01%
15,065
-2,242
4854
$237K ﹤0.01%
105,703
-7,073
4855
$237K ﹤0.01%
17,447
-943
4856
$237K ﹤0.01%
29,661
-7,024
4857
$236K ﹤0.01%
15,879
-7,263
4858
$235K ﹤0.01%
44,843
+9,372
4859
$235K ﹤0.01%
17,362
4860
$234K ﹤0.01%
12,822
-294
4861
$234K ﹤0.01%
5,629
+3,353
4862
$233K ﹤0.01%
2,443
-1,703
4863
$231K ﹤0.01%
17,685
-8,614
4864
$231K ﹤0.01%
3,491
-3
4865
$230K ﹤0.01%
24,281
-4,055
4866
$230K ﹤0.01%
2,901
-271
4867
$229K ﹤0.01%
25,336
+4,885
4868
$229K ﹤0.01%
47,019
+1,572
4869
$228K ﹤0.01%
19,364
-10,818
4870
$228K ﹤0.01%
26,225
-1,775
4871
$228K ﹤0.01%
8,406
+5,706
4872
$228K ﹤0.01%
13,974
-10,169
4873
$228K ﹤0.01%
15,421
-4,664
4874
$227K ﹤0.01%
10,857
-5,694
4875
$226K ﹤0.01%
6,182
193 194
195
196 197