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
4976
$190K ﹤0.01%
115,831
-458,292
4977
$189K ﹤0.01%
9,528
-11,016
4978
$188K ﹤0.01%
15,187
-5,195
4979
$188K ﹤0.01%
2,546
-5,115
4980
$188K ﹤0.01%
+14,721
4981
$187K ﹤0.01%
6,336
+416
4982
$187K ﹤0.01%
10,198
-9,589
4983
$186K ﹤0.01%
9,580
+1,105
4984
$186K ﹤0.01%
34,737
-1,268
4985
$185K ﹤0.01%
1,071
-2,408
4986
$184K ﹤0.01%
12,571
-9,765
4987
$184K ﹤0.01%
7,276
-9,044
4988
$184K ﹤0.01%
31,980
-8,500
4989
$183K ﹤0.01%
69,464
+50,594
4990
$183K ﹤0.01%
19,320
+2,153
4991
$182K ﹤0.01%
20,900
-6,645
4992
$182K ﹤0.01%
10,512
-2,945
4993
$182K ﹤0.01%
32,241
-5,553
4994
$182K ﹤0.01%
74,151
-4,045
4995
$182K ﹤0.01%
4,082
+3,983
4996
$181K ﹤0.01%
7,416
+5,464
4997
$180K ﹤0.01%
12,821
-9,404
4998
$180K ﹤0.01%
6,575
-3,820
4999
$180K ﹤0.01%
26,932
-10,116
5000
$179K ﹤0.01%
9,086
+3,310
198 199
200
201 202