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
5101
$139K ﹤0.01%
233
-31
5102
$139K ﹤0.01%
16,715
-38,823
5103
$139K ﹤0.01%
30,644
+14,362
5104
$139K ﹤0.01%
21,497
5105
$138K ﹤0.01%
1,129
-1,104
5106
$137K ﹤0.01%
6,095
-15,168
5107
$137K ﹤0.01%
16,286
-161,990
5108
$136K ﹤0.01%
10,192
+326
5109
$136K ﹤0.01%
6,874
+506
5110
$136K ﹤0.01%
8,768
-2,847
5111
$136K ﹤0.01%
24,491
+19,096
5112
$136K ﹤0.01%
6,747
-2,301
5113
$135K ﹤0.01%
8,761
-617
5114
$135K ﹤0.01%
2,776
-10
5115
$134K ﹤0.01%
10,125
-9,235
5116
$134K ﹤0.01%
137,340
+82,298
5117
$134K ﹤0.01%
13,141
-7,869
5118
$134K ﹤0.01%
+13,020
5119
$133K ﹤0.01%
15,919
+15,918
5120
$133K ﹤0.01%
9,703
-2,052
5121
$133K ﹤0.01%
17,156
+377
5122
$133K ﹤0.01%
+23,100
5123
$133K ﹤0.01%
7,516
-2,339
5124
$132K ﹤0.01%
11,854
+7,391
5125
$131K ﹤0.01%
32,746
+17,704
203 204
205
206 207