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
5126
$131K ﹤0.01%
19,592
+4,563
5127
$131K ﹤0.01%
3,293
-18
5128
$131K ﹤0.01%
320
-304
5129
$130K ﹤0.01%
8,983
-3,097
5130
$130K ﹤0.01%
+11,374
5131
$129K ﹤0.01%
48,840
-120,250
5132
$129K ﹤0.01%
6,169
-2,424
5133
$129K ﹤0.01%
4,624
-20,210
5134
$129K ﹤0.01%
4,648
-2,520
5135
$128K ﹤0.01%
6,142
-56,874
5136
$128K ﹤0.01%
10,333
+2,357
5137
$128K ﹤0.01%
443
-586
5138
$128K ﹤0.01%
+80,071
5139
$128K ﹤0.01%
15,353
-51,176
5140
$127K ﹤0.01%
3,225
+2,150
5141
$127K ﹤0.01%
4,655
+400
5142
$127K ﹤0.01%
+4,260
5143
$127K ﹤0.01%
25,471
+3,786
5144
$127K ﹤0.01%
109,511
-41,812
5145
$126K ﹤0.01%
55,740
+50,000
5146
$126K ﹤0.01%
9,830
-1,517
5147
$126K ﹤0.01%
7,453
+3,030
5148
$126K ﹤0.01%
+10,754
5149
$126K ﹤0.01%
10,719
+2,299
5150
$126K ﹤0.01%
32,286
-63,636
204 205
206
207 208