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
4901
$219K ﹤0.01%
22,420
+9,445
4902
$219K ﹤0.01%
14,398
-156
4903
$218K ﹤0.01%
4,417
+657
4904
$218K ﹤0.01%
10,904
-244
4905
$218K ﹤0.01%
35,673
-710
4906
$218K ﹤0.01%
939
-338
4907
$217K ﹤0.01%
15,014
-300
4908
$216K ﹤0.01%
60,546
-6,052
4909
$215K ﹤0.01%
+2,167
4910
$215K ﹤0.01%
10,824
-195,359
4911
$213K ﹤0.01%
6,899
-869
4912
$213K ﹤0.01%
16,731
-5,931
4913
$213K ﹤0.01%
236,575
+30,000
4914
$212K ﹤0.01%
1,906
-304
4915
$211K ﹤0.01%
8,168
-3,679
4916
$211K ﹤0.01%
21,502
-4,830
4917
$211K ﹤0.01%
29,292
-83,801
4918
$211K ﹤0.01%
+4,600
4919
$211K ﹤0.01%
6
+3
4920
$211K ﹤0.01%
12,362
-25,965
4921
$210K ﹤0.01%
23,162
+20,107
4922
$210K ﹤0.01%
119,562
-6,572
4923
$210K ﹤0.01%
19,329
+37
4924
$210K ﹤0.01%
185,856
+149,326
4925
$209K ﹤0.01%
53
+42
195 196
197
198 199