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
5026
$168K ﹤0.01%
3,377
+3,353
5027
$167K ﹤0.01%
1,806
+109
5028
$167K ﹤0.01%
7,987
-5,424
5029
$167K ﹤0.01%
16,806
-129
5030
$166K ﹤0.01%
9,365
+432
5031
$166K ﹤0.01%
21,442
+4,230
5032
$166K ﹤0.01%
18,507
-12,173
5033
$165K ﹤0.01%
25,315
-3,964
5034
$165K ﹤0.01%
11,620
-12,719
5035
$164K ﹤0.01%
7,320
+2,753
5036
$164K ﹤0.01%
28,084
-278,042
5037
$163K ﹤0.01%
3,803
-1,839
5038
$163K ﹤0.01%
76,623
+61,789
5039
$162K ﹤0.01%
13,858
+7,861
5040
$162K ﹤0.01%
+16,100
5041
$162K ﹤0.01%
156,123
+39,030
5042
$160K ﹤0.01%
18,310
-24,560
5043
$160K ﹤0.01%
6,704
-190
5044
$160K ﹤0.01%
+95
5045
$159K ﹤0.01%
18,867
-12,088
5046
$158K ﹤0.01%
25,930
-939,776
5047
$158K ﹤0.01%
11,204
5048
$158K ﹤0.01%
18,843
-5,926
5049
$158K ﹤0.01%
81,051
+39,208
5050
$158K ﹤0.01%
5,983
-2,679
200 201
202
203 204