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
4926
$208K ﹤0.01%
4,690
-546
4927
$207K ﹤0.01%
18,993
-6,603
4928
$207K ﹤0.01%
19,975
-42,216
4929
$207K ﹤0.01%
24,994
-6,738
4930
$207K ﹤0.01%
4,473
-837
4931
$207K ﹤0.01%
34,906
-574,723
4932
$206K ﹤0.01%
54,212
+44,424
4933
$206K ﹤0.01%
900
4934
$206K ﹤0.01%
16,072
+9,274
4935
$206K ﹤0.01%
+880
4936
$206K ﹤0.01%
+4,518
4937
$205K ﹤0.01%
48,837
-12,835
4938
$205K ﹤0.01%
11,365
-21,419
4939
$204K ﹤0.01%
7,616
-7,622
4940
$204K ﹤0.01%
6,704
-28,991
4941
$204K ﹤0.01%
28,832
+11,778
4942
$203K ﹤0.01%
11,255
+1,162
4943
$203K ﹤0.01%
5,436
-351
4944
$203K ﹤0.01%
36,038
-556,882
4945
$202K ﹤0.01%
3,443
-1,415
4946
$202K ﹤0.01%
12,133
-1,251
4947
$202K ﹤0.01%
7,547
-48
4948
$201K ﹤0.01%
39,877
-10,722
4949
$201K ﹤0.01%
1,060
+100
4950
$201K ﹤0.01%
+20,100
196 197
198
199 200